Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Collier is a financial advisor with Frost Investment Services. Michael is a registered representative in Texas and has been in the industry since 2012. Michael specializes in providing financial advice to individuals, corporations and charitable organizations. Michael also provides portfolio management services to high-net-worth individuals, corporations 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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
01/27/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
06/08/2012 - 10/19/2018
WELLS FARGO CLEARING SERVICES, LLC (BEE CAVE TX)
IA
Issued 07/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Collier is the right advisor for you? Invested Better is here to help.
