Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Micaela? Claim Your ProfileMicaela Stinson is an investment advisor representative at D.A. Davidson & Co. Micaela is registered with FINRA and has been in the industry since 2019. She has a Series 66 and Series 7TO license. Micaela specializes in a variety of investment strategies and is committed to providing personalized financial advice to her clients. Previously, Micaela was an investment advisor representative at Ameriprise Financial Services, LLC. She has a strong understanding of the financial markets and is dedicated to helping her clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WA
05/03/2022 - Present
D.a. Davidson & Co. (SPOKANE WA)
WA
08/24/2021 - 04/29/2022
AMERIPRISE FINANCIAL SERVICES, LLC (WALLA WALLA WA)
WA
07/25/2019 - 07/28/2021
CUSO FINANCIAL SERVICES, L.P. (Spokane Valley WA)
BOTH
Issued 02/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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