Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Smith is a registered investment advisor representative with Avidian Wealth Solutions. Michael has over 20 years of experience in the financial services industry. Michael is a Series 6, 7, 63, and 65 licensed professional with a strong track record of success. Michael has worked with a variety of clients, including individuals, families, corporations, and charitable organizations. Michael is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
Mgmt of pooled investment vehicles
1
2
TX
06/17/2003 - Present
Avidian Wealth Solutions (HOUSTON TX)
NC
01/17/2013 - 08/26/2014
CAPITAL GUARDIAN, LLC (CHARLOTTE NC)
TX
02/22/2010 - 12/20/2010
MEADOWBROOK SECURITIES LLC (HOUSTON TX)
TX
08/09/2001 - 04/17/2008
WUNDERLICH SECURITIES, INC. (HOUSTON TX)
TX
05/15/2001 - 08/17/2001
STANFORD GROUP COMPANY (HOUSTON TX)
TX
06/02/2000 - 06/12/2001
TIG CAPITAL SECURITIES CO. (HOUSTON TX)
NY
05/09/2000 - 06/22/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 01/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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