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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lawyer is an active investment advisor representative. Michael has been in the industry since September 23, 1987. Michael is currently registered with Stifel, Nicolaus & Company, Inc. and has been registered with this firm since May 29, 2024. Previously, Michael was registered with D.A. Davidson & Co. from December 1, 2010 to June 12, 2024. Michael is licensed in 15 states and has passed 6 exams. Michael is a Vice President of the Pilgrim Lutheran Christian School Foundation and has a focus on investment clubs, insurance companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities. Michael offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
05/29/2024 - Present
Stifel, Nicolaus & Company, Inc. (PORTLAND OR)
OR
12/01/2010 - 06/12/2024
D.A. DAVIDSON & CO. (LAKE OSWEGO OR)
OR
06/01/2009 - 12/08/2010
MORGAN STANLEY SMITH BARNEY (LAKE OSWEGO OR)
OR
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LAKE OSWEGO OR)
OR
09/24/1987 - 04/02/2007
MORGAN STANLEY DW INC. (LAKE OSWEGO OR)
IA
Issued 04/09/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1989
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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