Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stevens is a financial advisor with over 30 years of experience in the industry. Michael has worked with Janney Montgomery Scott since 1994 and is currently registered as a Registered Representative and Investment Advisor Representative in Pennsylvania. Michael is also registered as a Broker-Dealer Representative in 27 states. Michael's expertise lies in providing financial planning, portfolio management for businesses and individuals, and pension consulting 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
06/27/2006 - Present
Janney Montgomery Scott LLC (New Hope PA)
PA
05/12/1994 - 08/06/1994
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
NJ
03/16/1993 - 05/26/1994
FIRST INTERREGIONAL EQUITY CORP. (MILBURN NJ)
BC
Issued 04/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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