Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stelmacki is a financial advisor with Corient. Michael has been in the financial services industry since 1996. He holds the Series 7, Series 63, and Series 65 licenses. He is also a Chartered Financial Analyst. Michael has experience working with a variety of clients, including individuals, families, businesses, and institutions. He specializes in financial planning, portfolio management, and investment advisory services. Michael is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
IL
12/22/2022 - Present
Corient (Chicago IL)
WI
11/04/1996 - 10/28/1997
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 09/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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