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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 Stewart is a financial advisor with Girard Advisory Services, LLC. Michael has been in the financial services industry since 1994. Michael is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative and has also passed the Series 7, 63, 65 and SIE exams. Michael has a broad range of experience in the industry, including working with high net worth individuals, corporations, pension plans and charitable organizations. Michael is a Certified Financial Planner™ and can provide financial planning, portfolio management and other investment services.
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.
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
PA
03/16/2015 - Present
Girard Advisory Services, LLC (SOUDERTON PA)
NY
11/18/1994 - 04/06/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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