Unclaimed
Michael Cue is a registered investment advisor with over 12 years of experience in the financial services industry. Michael is currently registered with Cambridge Investment Research Advisors, Inc. and has held previous roles with various firms including Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated and Merrill Lynch.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
AZ
01/30/2023 - Present
Cambridge Investment Research Advisors, Inc. (Scottsdale AZ)
AZ
01/30/2012 - 02/19/2014
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (GOODYEAR AZ)
AZ
11/14/2011 - 02/06/2012
COUNTRY CAPITAL MANAGEMENT COMPANY (PHOENIX AZ)
AZ
06/01/2009 - 05/17/2010
MORGAN STANLEY SMITH BARNEY (SURPRISE AZ)
AZ
11/04/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SURPRISE AZ)
AZ
08/05/2008 - 09/08/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SUN CITY AZ)
BOTH
Issued 11/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 08/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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