Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stillman is a financial advisor in Dallas, TX. Michael has been working in the financial industry since 1987 and is currently registered with EP Wealth Advisors. Michael has Series 7, 63 and 65 licenses and provides financial planning, retirement plan advisory services, and tax preparation services. Michael has experience working with individuals, businesses, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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.
Retirement plan advisory services & tax preparation 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.
A percentage of the total value of assets under management is charged.
1
2
TX
02/25/2020 - Present
EP Wealth Advisors (Dallas TX)
TX
09/21/1999 - 01/09/2013
INTERNATIONAL RESEARCH SECURITIES, INC. (DALLAS TX)
TX
01/24/1996 - 07/03/1997
WILLIAMS, BUCHANAN & COMPANY, INC. (DALLAS TX)
NY
01/11/1993 - 01/19/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/01/1991 - 01/15/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
05/25/1989 - 01/01/1991
ROTAN MOSLE INC.
NY
01/15/1988 - 06/07/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
11/25/1987 - 01/04/1988
FIRST FUNDS, INC.
TN
04/27/1987 - 10/14/1987
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NA
02/26/1987 - 04/24/1987
UNION PLANTERS SECURITIES CORPORATION
IA
Issued 11/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michael Stillman is the right advisor for you? Invested Better is here to help.
