Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Stephenson is a financial professional with over 25 years of experience in the financial services industry. Michael Stephenson is currently registered with Planmember Securities Corp. Michael Stephenson offers a wide range of financial services, including financial planning, portfolio management, and investment advisory services. Michael Stephenson has a strong track record of success and is committed to providing his clients with the highest level of service. Michael Stephenson has been active in the industry since 1996, working with a number of firms including Kovack Securities Inc., Summit Brokerage Services, Inc., and WMA Securities, Inc. Michael Stephenson is licensed to sell securities in Florida, Georgia, Maryland, North Carolina, and South Carolina. Michael Stephenson has earned numerous designations and certifications over his career, including the Series 7, Series 6, Series 63, Series 24, and Series 66 licenses. In addition to his work as a financial advisor, Michael Stephenson is also involved in the community, volunteering his time to several charitable organizations.
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.
Provides investment supervisory services
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.
1
2
FL
07/08/2020 - Present
Planmember Securities Corp. (Fort Myers FL)
FL
12/17/2003 - 04/11/2008
KOVACK SECURITIES INC. (CAPE CORAL FL)
FL
03/09/2000 - 12/17/2003
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
GA
04/09/1996 - 03/10/2000
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 07/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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