Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Townsend is a financial advisor with Bessemer Investor Services, Inc., with over 12 years of experience in the industry. Michael is licensed to sell securities in 15 states including Arizona, California, Colorado, Florida, Idaho, Kansas, Louisiana, Maryland, New Mexico, New York, North Carolina, Oklahoma, Texas, Washington and Wyoming. Michael holds the Series 66, SIE and Series 7 licenses.
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.
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.
1
2
TX
02/06/2019 - Present
Bessemer Investor Services, Inc. (DALLAS TX)
CA
06/29/2018 - 01/09/2019
WELLS FARGO CLEARING SERVICES, LLC (NEWPORT BEACH CA)
CA
12/03/2015 - 07/10/2018
UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)
CA
01/14/2011 - 03/02/2015
MERCER ALLIED COMPANY, L.P. (IRVINE CA)
BOTH
Issued 02/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Townsend is the right advisor for you? Invested Better is here to help.
