Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stiefel is a financial advisor with over 30 years of experience in the financial industry. Michael is registered with LPL Financial LLC. Michael offers a range of financial services including financial planning, portfolio management for individuals and businesses, and educational seminars. Previous employers include Prudential Securities Incorporated, Salomon Smith Barney Inc., Dean Witter Reynolds Inc., and Osborne, Stern & Company, Inc. Michael's expertise and experience make him a valuable resource for individuals and families looking to 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.
Consulting and other non-discretionary advisory services
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
NC
01/03/2007 - Present
LPL Financial LLC (GREENSBORO NC)
NY
11/13/1998 - 06/05/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/23/1993 - 10/30/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/05/1989 - 09/22/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
11/18/1988 - 05/30/1989
OSBORNE, STERN & COMPANY, INC.
NA
05/25/1988 - 12/08/1988
MARSHALL DAVIS, INC.
IA
Issued 12/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1990
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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