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Michael Schoenfelder sagumeri

National Financial Services LLC

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About Michael Schoenfelder sagumeri

Michael Schoenfelder sagumeri is a financial professional with over 20 years of experience in the industry. Michael is currently registered with National Financial Services LLC and Fidelity Brokerage Services LLC. Michael has previously been registered with Securevest Financial Group, Stockcross Financial Services, Inc., The GMS Group, LLC, Ryan Beck & Co., Josephthal & Co., Inc., and TD Waterhouse Investor Services, Inc. Michael is also a licensed Series 63, Series 99TO, Series SIE and Series 7. Michael is registered in New Jersey.

Firm Information

Michael Schoenfelder sagumeri is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michael Schoenfelder sagumeri’s Registration & Firm History

NJ

08/09/2022 - Present

National Financial Services LLC (JERSEY CITY NJ)

NJ

06/20/2016 - 10/14/2021

SECUREVEST FINANCIAL GROUP (MORRISTOWN NJ)

NJ

06/30/2010 - 04/14/2016

STOCKCROSS FINANCIAL SERVICES, INC. (JERSEY CITY NJ)

NJ

06/21/2006 - 07/01/2010

THE GMS GROUP, LLC (LIVINGSTON NJ)

NJ

10/04/2001 - 06/06/2006

RYAN BECK & CO. (FLORHAM PARK NJ)

NY

01/26/2001 - 10/11/2001

JOSEPHTHAL & CO., INC. (NEW YORK NY)

NE

10/17/2000 - 12/20/2000

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

BC

Issued 10/31/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Michael Schoenfelder sagumeri.
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