Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Joseph Drumm is an Investment Advisor Representative with Steward Partners Investment Advisory, LLC. Michael Drumm has been working in the financial services industry since May 12, 1996. Michael Drumm is licensed in 53 states and the District of Columbia. Michael Drumm specializes in Portfolio Management for Individuals and Businesses, Financial Planning and Pension Consulting. Michael Drumm is also a Manager of both Steward Partners Global Advisory LLC and Steward Partners Investment Advisory LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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2
NJ
06/30/2020 - Present
Steward Partners Investment Advisory, LLC (Paramus NJ)
NY
06/29/2020 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ALBANY NY)
NY
08/31/2011 - 07/06/2020
JANNEY MONTGOMERY SCOTT LLC (NEW YORK NY)
NY
06/01/2009 - 09/07/2011
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
10/16/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/02/1998 - 09/29/2000
BLUESTONE CAPITAL PARTNERS, L.P. (NEW YORK NY)
NY
04/18/1996 - 01/23/1998
WHALE SECURITIES CO., L.P. (NEW YORK NY)
IA
Issued 11/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/03/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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