Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stapleton is an investment advisor representative with over 20 years of experience in the financial services industry. Michael is currently registered with United Planners' Financial Services Of America A Limited Partner. Michael has previously been associated with Edward Jones, Morgan Stanley, and Raymond James. Michael holds the Series 7, Series 24, and Series 66 securities licenses. Michael specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
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2
AZ
03/29/2024 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
FL
07/15/2022 - 03/20/2024
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
07/15/2022 - 03/20/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
02/09/2022 - 04/11/2022
MORGAN STANLEY (Tampa FL)
FL
01/01/2020 - 10/18/2021
EDWARD JONES (CLEARWATER FL)
BOTH
Issued 01/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2024
Series 24 - General Securities Principal Examination
BC
Issued 12/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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