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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 Stafford is a financial advisor with Chevy Chase Trust Co. and ASB Capital Management LLC, based in Bethesda, MD. Michael has been in the financial industry since 2006. Michael is registered with the state of Maryland, District of Columbia, Illinois, and Texas as an investment advisor representative. Michael holds the Series 7 and Series 63 licenses and is a Chartered Financial Analyst. Michael specializes in providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Michael has over 13 years of experience in the financial industry.
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.
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.
Strategic management for diversified investment portfolios.
Trustee and investment manager for collective funds
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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MD
08/07/2014 - Present
Chevy Chase Trust Co. (BETHESDA MD)
MA
10/19/2009 - 11/25/2009
MBSC SECURITIES CORPORATION (BOSTON MA)
CT
07/01/2009 - 08/31/2009
SOUTHRIDGE INVESTMENT GROUP LLC (NEW CANAAN CT)
CT
01/20/2006 - 07/01/2009
CONNING RESEARCH & CONSULTING, INC. (HARTFORD CT)
BC
Issued 03/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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