Unclaimed
Stephen Chadwick Michael has been active in the financial services industry since November 4, 2001. Stephen is currently registered with Perella Weinberg Partners LP in Houston, TX. Previously, Stephen was registered with Tudor, Pickering, Holt & Co. Securities, LLC and TUDOR PICKERING HOLT & CO ADVISORS LP. Stephen has a Series 7, 63, 24 and SIE license. Stephen is also registered in 10 states including Colorado, Kansas, Louisiana, Mississippi, Missouri, Nevada, New York, Oklahoma, Texas and Virginia.
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
TX
01/04/2021 - Present
Perella Weinberg Partners LP (Houston TX)
TX
10/25/2017 - 01/04/2021
TUDOR PICKERING HOLT & CO ADVISORS LP (HOUSTON TX)
TX
10/16/2001 - 03/22/2007
J.P. MORGAN SECURITIES INC. (HOUSTON TX)
BC
Issued 02/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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