Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Norman is a financial advisor with over 10 years of experience in the industry. Michael is currently registered with Cambridge Investment Research Advisors, Inc. and is actively licensed in Indiana, Michigan, and Ohio. Michael specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Michael has been a registered representative with Edward Jones, OSAIC FA, INC., and Cambridge Investment Research Advisors, Inc. Michael has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and state or municipal government entities.
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
OH
08/20/2024 - Present
Cambridge Investment Research Advisors, Inc. (Westlake OH)
OH
08/02/2019 - 08/20/2024
OSAIC FA, INC. (WESTLAKE OH)
OH
11/19/2014 - 08/07/2019
EDWARD JONES (WESTLAKE OH)
BOTH
Issued 12/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Norman is the right advisor for you? Invested Better is here to help.
