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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 Stamos is an investment advisor representative at MJP Wealth Advisors. Michael has been working in the financial services industry for over 20 years. Michael is registered with the state of Connecticut. Michael has a Series 6, Series 63 and Series 65 license. Michael specializes in providing investment advice to individuals, families, and businesses. Michael also offers financial planning services. Michael is committed to providing his clients with personalized financial advice to help them reach their financial goals. Prior to joining MJP Wealth Advisors, Michael was an investment advisor representative at Arete Wealth Management, LLC. Before that, Michael was an investment advisor representative at Royal Alliance Associates, Inc.
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.
Mjp online advisor service
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
CT
12/09/2015 - Present
MJP Wealth Advisors (FARMINGTON CT)
CT
03/29/2018 - 09/09/2019
ARETE WEALTH MANAGEMENT, LLC (Farmington CT)
CT
10/05/2015 - 04/04/2018
ROYAL ALLIANCE ASSOCIATES, INC. (FARMINGTON CT)
CT
03/06/2007 - 05/29/2015
M HOLDINGS SECURITIES, INC. (WEST HARTFORD CT)
CA
06/13/2000 - 09/30/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 12/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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