Unclaimed
Michaela Dale Myers is a financial advisor currently registered with American Portfolios Financial Services, Inc. in Holbrook, NY. Michaela has been active in the financial industry since January 21, 1983. She has a wide range of experience, having worked with several firms throughout her career. Michaela is committed to providing her clients with personalized financial advice and guidance.
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.
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.
1
2
NY
10/19/2023 - Present
American Portfolios Financial Services, Inc. (HOLBROOK NY)
OK
06/12/2020 - 01/19/2023
BAYTIDE SECURITIES CORPORATION (TULSA OK)
OK
05/24/2005 - 07/17/2018
NAFA CAPITAL MARKETS, LLC (NORMAN OK)
PA
01/23/2002 - 12/16/2002
PRISOL SECURITIES, INC. (NEWTOWN SQUARE PA)
OK
12/07/1998 - 02/23/2000
LEONARD SECURITIES, INC (OKLAHOMA CITY OK)
OK
01/10/1995 - 12/31/1996
VONFELDT & ASSOCIATES, INC. (OKLAHOMA CITY OK)
TX
10/11/1994 - 02/03/1995
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
MO
10/24/1974 - 09/16/1994
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BC
Issued 07/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1977
PC - AMEX Put and Call Exam
BC
Issued 10/21/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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