Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Haptonstall is a financial advisor at Edward Jones. Michael has been in the financial industry since 2004. Michael is registered with the state of Arizona and is a registered representative of Edward Jones. Michael has a Series 6, 7, 10, 24, 51, 63 and 65. Michael's specializations include Retirement Planning, Education Planning, Insurance and Annuities, Estate Planning, and Investments. Michael is also a licensed photographer and runs a photography business.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
AZ
07/21/2017 - Present
Edward Jones (Scottsdale AZ)
AZ
07/11/2016 - 07/03/2017
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
09/10/2007 - 06/03/2016
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
05/25/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
AZ
03/31/2004 - 05/16/2007
FARMERS FINANCIAL SOLUTIONS, LLC (SCOTTSDALE AZ)
IA
Issued 02/12/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/10/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/23/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/13/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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