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Gail Alette Stacymichelman

CRD# 1152327·Registered 1983 - 2012
Previously Registered: Being a previously registered professional could mean that Gail is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Gail Alette Stacymichelman, who also goes by Fail S Michelman, Gail Alette Michelman, Gail Stacy Michelman, Gail Alette Staceymichelman, Gail Stacy, Gail A Stacymichelman, was a registered financial advisor. Gail was a previously registered financial professional and started their career in finance 1983 - 2012. Gail had worked at 5 firms and has passed the Series 2 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Fail S Michelman, Gail Alette Michelman, Gail Stacy Michelman, Gail Alette Staceymichelman, Gail Stacy, Gail A Stacymichelman

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

44 years in the financial services industry

Current & Past Employments

FSIC·CRD# 37813
BD
Sammamish, WA
May 21, 1999 - November 12, 2012
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY·CRD# 2580
BD
Fort Wayne, IN
November 21, 1995 - June 4, 1998
OSAIC FA, INC.·CRD# 3978
BD
Fort Wayne, IN
November 21, 1995 - June 4, 1998
VOYA FINANCIAL PARTNERS, LLC·CRD# 34815
BD
Windsor, CT
October 15, 1993 - December 22, 1995
AETNA LIFE INSURANCE AND ANNUITY COMPANY·CRD# 13256
BD
Hartford, CT
June 19, 1983 - October 15, 1993

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Current Firm

FS
FSIC

AFG FINANCIAL | STREETER MOORE AND STIPE | STONEBRIDGE CAPITAL MANAGEMENT | SECURITIES, INC | SCS SYSTEMS | ROBERT W. SCHWARZ | PROFESSIONAL BENEFIT SERVICES, INC. | PLANNING RESOURCES CORPORATION - A FINANCIAL SERVICES COMPANY | O'CONNELL & ATAROD | LEMME INVESTMENT GROUP | KIRKLAND FINANCIAL ADVISORS | HARBOR FINANCIAL ADVISORS | GREG MEINHARDT | GEORGE W. HOOK III FINANCIAL | FSIC - MATRIX WEALTH MANAGEMENT | FSIC | FINANCIAL SERVICES INTERNATIONAL CORP. | EJS WEALTH MANAGEMENT | EDWIN LANE | CHRYSLER ASSET MANAGEMENT, LLC | CANDY J LEE FINANCIAL PLANNING & MONEY MGMT | BRAD WEBER | BENICO LTD | ASSURED CONCEPT GROUP

CRD#: 37813 / SEC#: 801-64354, 8-48032
BD
Terminated by SEC on 12/08/2020

Contact Information

Main Address

5000 T-rex Ave Suite 300, Boca Raton, FL 33431

Established

Washington since 12/15/1994

Firm Type

Corporation

Fiscal Year End

June

Documents

Latest Form ADV

Part 2 Brochures

FSIC ANNUAL 2019 ADV UPDATE (9/20/2019)

Direct owners and executive officers

NamePositionCRD#
UNITED ATLANTIC CAPITALOWNER—
ANDRESEN, HENRIK KURTCCO - BD2756324
ANDRESEN, HENRIK KURTCCO - RIA2756324
PENSKE, MARK HULBERTCEO/PRESIDENT4450959
ROMERO, MONIQUE VICTORIAFINOP6712654

Disclosures

Regulatory Event

2

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 2 — Non-Member General Securities Examination

Passed Mar 1982

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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GS
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