Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hollis Stewart is a financial advisor who has been in the industry since 2000. Michael is currently registered with Sound Income Strategies, LLC and has been with them since 2015. Michael previously worked at Fifth Third Securities, Inc., Harris Investor Services, Inc., and Ameriprise Financial. Michael holds the Series 63, Series 66, and Series 65 licenses as well as the Series 7 license. Michael specializes in financial planning, portfolio management for individuals, and portfolio management for investment companies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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FL
01/06/2024 - Present
Sound Income Strategies, LLC (FORT LAUDERDALE FL)
IL
09/24/2009 - 05/06/2010
ARI FINANCIAL SERVICES, INC. (PALANTINE IL)
FL
01/26/2009 - 09/03/2009
WALLSTREET*E FINANCIAL SERVICES, INC. (CORAL GABLES FL)
IL
10/28/2006 - 05/02/2008
FIFTH THIRD SECURITIES, INC. (CRYSTAL LAKE IL)
IL
05/16/2006 - 10/19/2006
HARRIS INVESTOR SERVICES, INC. (CRYSTAL LAKE IL)
IL
12/14/2005 - 03/10/2006
HARRIS INVESTOR SERVICES, INC. (WOODSTOCK IL)
NJ
05/01/2002 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
NE
02/25/2002 - 05/23/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
WA
02/19/2002 - 05/01/2002
HARRIS INVESTORLINE INC. (SEATTLE WA)
MO
09/26/2000 - 02/13/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 04/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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