Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Alvin Strahm is a financial professional with over 28 years of experience in the securities industry. Michael has served as a Registered Representative, Investment Advisor Representative, and Principal for numerous firms including Fidelity Brokerage Services LLC, E*TRADE Securities LLC, and TD Ameritrade, Inc. Michael currently holds the following licenses: Series 4, 7, 9, 10, 24, 31, 63, and 65. Michael is currently a Registered Representative and Investment Advisor Representative for Calton & Associates, Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
08/03/2021 - Present
Calton & Associates, Inc. (TAMPA FL)
FL
06/20/2012 - 10/29/2019
E*TRADE SECURITIES LLC (Tampa FL)
FL
06/11/2010 - 04/27/2012
FIDELITY BROKERAGE SERVICES LLC (THE VILLAGES FL)
IL
10/24/2008 - 03/16/2009
TD AMERITRADE, INC. (CHICAGO IL)
IL
04/24/2008 - 10/20/2008
SCOTTRADE, INC. (PARK RIDGE IL)
IL
10/27/2003 - 02/21/2008
TD AMERITRADE, INC. (CHICAGO IL)
MA
10/22/1999 - 12/19/2002
DELTA EQUITY SERVICES CORPORATION (BOLTON MA)
NY
08/08/1994 - 10/12/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CO
06/22/1992 - 07/21/1994
TAMARON INVESTMENTS, INC. (ENGLEWOOD CO)
NA
10/29/1990 - 06/25/1992
J. W. GANT & ASSOCIATES, INC.
CO
01/23/1990 - 09/05/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 07/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/09/1994
Series 4 - Registered Options Principal Examination
BC
Issued 09/16/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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