Eddie Stone

Eddie Stone Email and Phone Number

Relationship Manager | Registered Representative Principal Securities @ Principal Financial Group
Eddie Stone's Location
Phoenix, Arizona, United States, United States
About Eddie Stone

As a retirement plan Service professional for Principal®, I work closely with plan sponsors and financial professionals in the Southwest to help provide services to our clients, including, fiduciary support, plan investment reviews, retirement plan design consulting, plan compliance and participant education. At Principal, our Mission in Retirement and Income Solutions is to help more people save enough, protect enough, and have enough in retirement, working with financial professionals, plan sponsors, and Third-Party Administrators (TPAs). Together, our organization and representatives are responsible for managing numerous local client relationships. Our organization can help you with your needs including 401(k), 403(b), ERISA 403(b) 457(b), 457(f), 457 Governmental, Non-Qualified, Defined Benefit and ESOP.Business-Building / Financial Professional Support Opportunities:- Sales presentations to prospective clients- Business development strategies- Plan design analysis- Investment benchmarking and analysisYou’re welcome to contact me at stone.eddie@principal.com and thank you for visiting my LinkedIn page. Insurance products issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., member SIPC (www.sipc.org) and/or independent broker/dealers. Principal National, Principal Life, Principal Funds Distributor, Inc. and Principal Securities are members of Principal Financial Group®, Des Moines, IA 50392. Eddie Stone is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.

Eddie Stone's Current Company Details
Principal Financial Group

Principal Financial Group

View
Relationship Manager | Registered Representative Principal Securities
Eddie Stone Work Experience Details
  • Principal Financial Group
    Relationship Manager, Principal Securities Registered Representative
    Principal Financial Group Jun 2021 - Present
    Des Moines, Iowa, Us
  • Wells Fargo
    Institutional Retirement And Trust - Relationship Manager
    Wells Fargo May 2016 - Jun 2021
    San Francisco, California, Us
  • Wells Fargo
    Licensed Banker
    Wells Fargo Apr 2014 - May 2016
    San Francisco, California, Us
  • Citibank
    Aml Analyst
    Citibank May 2012 - Apr 2014
    New York, New York, Us
  • Lpl Financial
    Transitions Manager
    Lpl Financial Jul 2010 - Dec 2011
    San Diego, Ca, Us
  • Tiaa
    Retirement Consultant
    Tiaa Jul 2007 - Jun 2009
    New York, Ny, Us

Eddie Stone Education Details

  • University Of North Carolina At Charlotte
    University Of North Carolina At Charlotte
    Psychology
  • Keller Graduate School Of Management Of Devry University
    Keller Graduate School Of Management Of Devry University
    Finance And Financial Management Services

Frequently Asked Questions about Eddie Stone

What company does Eddie Stone work for?

Eddie Stone works for Principal Financial Group

What is Eddie Stone's role at the current company?

Eddie Stone's current role is Relationship Manager | Registered Representative Principal Securities.

What schools did Eddie Stone attend?

Eddie Stone attended University Of North Carolina At Charlotte, Keller Graduate School Of Management Of Devry University.

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