Unclaimed
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 over 20 years of experience in the industry. Michael currently works at Osaic Wealth, Inc. and holds Series 7, 24, and 63 licenses, as well as a SIE designation. Michael also holds the Certified Financial Planner™ and Personal Financial Specialist™ designations. Michael has a diverse background, having worked as a Managing Partner for Stafford & Westervelt CHTD, a CPA firm, and has experience in various other roles. Michael is registered with the state of Arkansas, Florida, Illinois, Kansas, Missouri, Oklahoma, Tennessee and Texas.
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.
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2
AR
12/19/2023 - Present
Osaic Wealth, Inc. (ROGERS AR)
AR
10/29/2007 - 10/18/2017
NATIONAL PLANNING CORPORATION (ROGERS AR)
AR
10/01/2002 - 10/23/2007
AMERICAN GENERAL SECURITIES INCORPORATED (ROGERS AR)
TX
10/25/2001 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 11/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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