Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stephens is a Financial Advisor currently associated with Fortune Financial Services, Inc. Michael has over 20 years of experience in the financial services industry. Michael holds the Series 6, Series 7, and SIE licenses. Michael has previously worked for Girard Securities, Inc. and Next Financial Group, Inc.
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.
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.
1
2
CA
06/24/2016 - Present
Fortune Financial Services, Inc. (Burlingame CA)
CA
05/03/2011 - 06/28/2016
GIRARD SECURITIES, INC. (BURLINGAME CA)
CA
02/19/2010 - 05/12/2011
NEXT FINANCIAL GROUP, INC. (SAN MATEO CA)
CA
05/11/1988 - 11/29/1995
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Stephens is the right advisor for you? Invested Better is here to help.
