Unclaimed
Michael Ridley is a financial advisor with Cadaret, Grant & Co., Inc., a firm with a long history in the industry. Michael has been in the financial services industry for over 40 years. Michael specializes in providing comprehensive financial planning and investment management services to individuals, families, and businesses. Michael has extensive experience working with clients of all ages and income levels. Michael has a strong commitment to helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
12/11/2023 - Present
Cadaret, Grant & CO., Inc. (Syracuse NY)
AZ
10/13/2017 - 12/13/2023
WOODBURY FINANCIAL SERVICES, INC. (FLAGSTAFF AZ)
AZ
01/22/2009 - 10/13/2017
NATIONAL PLANNING CORPORATION (FLAGSTAFF AZ)
AZ
10/31/2005 - 01/26/2009
SAGEPOINT FINANCIAL, INC. (FLAGSTAFF AZ)
AZ
10/22/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
06/22/1984 - 10/20/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CO
11/29/1996 - 11/05/1998
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
10/12/1993 - 11/29/1996
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
NA
10/26/1982 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
IA
Issued 09/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/21/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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