Michaela D. Myers
Professional summary
Being a previously registered professional could mean that this person 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.
Michaela Dale Myers, who also goes by Michaela Dale Blanton, Michaela Dale Jeffreys, Mikie Jeffreys, was a registered financial professional .
Michaela is a previously registered financial professional and started their career in finance in 1974. Michaela had worked at 9 firms and has passed the Series 63, Series 7TO, SIE, PC, Series 1, Series 24, Series 9, Series 10 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 19, 2023 - October 12, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
September 23, 2022 - December 31, 2023
INTENT ADVICE, INC.
June 12, 2020 - January 19, 2023
BAYTIDE SECURITIES CORPORATION
May 24, 2005 - July 17, 2018
NAFA CAPITAL MARKETS, LLC
January 23, 2002 - December 16, 2002
PRISOL SECURITIES, INC.
December 7, 1998 - February 23, 2000
LEONARD SECURITIES, INC
January 10, 1995 - December 31, 1996
VONFELDT & ASSOCIATES, INC.
October 11, 1994 - February 3, 1995
MOMENTUM INDEPENDENT NETWORK INC.
October 24, 1974 - September 16, 1994
STIFEL, NICOLAUS & COMPANY, INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationPC
Date: 5/1/1977
AMEX Put and Call ExamSeries 1
Date: 10/21/1974
Registered Representative ExaminationSeries 8
Date: 8/21/1987
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
CRD#: 18487 / SEC#: , 8-37085
Contact information
FINRA licenses (1 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AMERICAN PORTFOLIOS HOLDINGS, INC. | 100% SHAREHOLDER | |
| CORNICK, GREGORY ALLEN | DIRECTOR | 3132991 |
| DOLBER, LON TERRY | DIRECTOR | 862635 |
| DOLBER, LON TERRY | CEO & PRESIDENT | 862635 |
| HAMMOND, DORI JAMILLE | CHIEF COMPLIANCE OFFICER | 3259012 |
| PRICE, JAMES DALE | CHAIRMAN | 1243224 |
| SCHLUETER, MATTHEW ADAM | DIRECTOR | 2627931 |
| SCHLUETER, MATTHEW ADAM | EVP | 2627931 |
| SCHMIDT, DAVID MARTIN | FINANCIAL & OPERATIONS PRINCIPAL | 5675524 |
Disclosures
| Regulatory Event | 7 |
| Arbitration | 1 |
Red Flags
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