Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael William Napier is an investment professional with over 30 years of experience in the financial services industry. He is a Registered Representative and Investment Advisor Representative with Oppenheimer & Co. Inc., where he has been employed since July 2018. Prior to joining Oppenheimer, Michael was employed with Morgan Stanley Smith Barney in Bellevue, Washington, from June 2009 to July 2018 and Citigroup Global Markets Inc. in Bellevue from November 1993 to June 2009. Michael holds a Series 7, Series 63, and Series 65 license and is a Certified Financial Planner. Michael William Napier specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
07/16/2018 - Present
Oppenheimer & Co. Inc. (SEATTLE WA)
WA
06/01/2009 - 07/10/2018
MORGAN STANLEY (BELLEVUE WA)
WA
01/05/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BELLEVUE WA)
IA
Issued 01/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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