Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stradt is a financial advisor with Steward Partners Investment Advisory, LLC. Michael has been in the financial services industry since July 1984 and is licensed in 47 states. Michael is a Certified Financial Planner and holds Series 3, 7, 9, 10, 22, 63 and 66 licenses. Michael has previously worked at Raymond James Financial Services, Inc., RBC Capital Markets, LLC, Dain Rauscher Incorporated, A. G. Edwards & Sons, Inc., and First Foster Securities Corp. Michael specializes in providing financial planning, investment management, and insurance services to individuals, families, and businesses.
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.
1
2
NY
03/25/2021 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
CO
02/25/2021 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Ft. Collins CO)
CO
03/02/1998 - 03/09/2021
RBC CAPITAL MARKETS, LLC (FORT COLLINS CO)
NA
04/25/1997 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MO
07/31/1985 - 05/06/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
07/27/1984 - 02/13/1986
FIRST FOSTER SECURITIES CORP.
BOTH
Issued 04/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/13/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1998
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Stradt is the right advisor for you? Invested Better is here to help.
