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 Wilson is a financial advisor with over 20 years of experience in the industry. He currently works with Cambridge Investment Research Advisors, Inc. based in Las Vegas, Nevada. Michael has worked with several firms throughout his career and is licensed in several states. He holds the Series 66, Series 7 and SIE licenses and has experience in Financial Planning, Pension Consulting, and Educational Seminars. Michael is a well-rounded financial advisor with expertise in providing advisory services to individuals, businesses and charitable organizations.
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
NV
01/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (Las Vegas NV)
NV
08/30/2013 - 10/08/2014
METLIFE SECURITIES INC. (LAS VEGAS NV)
NV
09/19/2007 - 09/16/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (LAS VEGAS NV)
CA
03/10/2006 - 09/13/2007
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NY
12/15/2004 - 12/21/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MN
11/05/2003 - 12/17/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 11/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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