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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 Yurgelun is a financial professional with Stephens, a firm that manages over $14.7 billion in assets and has a range of client types, including high net worth individuals, corporations, and insurance companies. Michael has a strong track record of success in the industry, having passed the Series 7TO, Series 79TO, and Series 63 exams. Michael specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Michael is registered in Arkansas and New York.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
01/20/2023 - Present
Stephens (NEW YORK NY)
BC
Issued 02/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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