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Michaela Dale Myers

American Portfolios Financial Services, Inc.

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About Michaela Dale Myers

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.

Firm Information

Michaela Myers is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michaela Myers’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michaela Dale Myers.
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