Michael Staggs, financial advisor Honolulu HI
93 score

Michael Staggs

CRD Number: 4618358
Current Firm: Park Avenue Securities LLC

Michael Staggs (CRD# 4618358) is an Investment Advisor Representative working at Park Avenue Securities LLC in Honolulu, HI and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Guardian Honolulu, HI Feb 2009 - Current 7
Park Ave Securities Honolulu, HI Feb 2009 - Current 7
Financial Leadership Advisors, Inc. Johns Creek, GA Sep 2007 - Feb 2009 1
Mortgage Alliance Honolulu, HI Apr 2007 - Feb 2009 1
Guarantee Mortgage San Francisco, CA Jan 2007 - Apr 2007 < 1
Unemployed San Francisco, CA Jun 2005 - Jan 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2009
S65 NASAA Investment Advisors Law Examination Aug 2007
S66 NASAA Uniform Combined State Law Examination Feb 2003
Contact Info for Michael E. Staggs
Phone Number: 1-888-600-4667
Registered State(s):
  • CA
  • MD
  • OH
  • VA
  • WA
  • HI
  • MO
  • OR
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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