Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stewart is a financial advisor with over 25 years of experience in the industry. Michael is currently registered with LPL Financial LLC in Oregon. Michael has held previous positions with Triad Advisors LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, Paulson Investment Company, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cort Mackenzie Securities, Inc., and North American Institutional Brokers. Michael offers a wide range of financial services, including financial planning, portfolio management, and consulting. Michael is dedicated to helping clients achieve their financial goals and has a strong commitment to providing personalized service.
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
OR
03/22/2024 - Present
LPL Financial LLC (TIGARD OR)
OR
07/15/2022 - 01/09/2024
TRIAD ADVISORS LLC (Lake Oswego OR)
OR
04/11/2007 - 01/26/2015
METLIFE SECURITIES INC. (LAKE OSWEGO OR)
OR
04/11/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LAKE OSWEGO OR)
OR
12/02/2002 - 04/02/2007
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
NY
10/21/1996 - 12/02/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
10/22/1991 - 10/30/1996
CORT MACKENZIE SECURITIES, INC.
FL
08/16/1990 - 05/04/1992
NORTH AMERICAN INSTITUTIONAL BROKERS (FT. LAUDERDALE FL)
BOTH
Issued 08/18/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/26/1993
Series 24 - General Securities Principal Examination
BC
Issued 07/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/02/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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