Unclaimed
Michael Desmarais is a financial advisor with Vanguard Advisers, Inc., located in Scottsdale, AZ. Michael has been in the financial services industry since December 2012 and has been registered with the state of Arizona since July 2014 and Texas since November 2023. Michael is a Chartered Financial Analyst and has experience in investment banking, portfolio management, and financial planning. Michael provides investment advisory services to a range of clients, including individuals, businesses, and pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
11/20/2023 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
AZ
01/04/2012 - 06/19/2013
CERES CAPITAL ADVISORS (PHOENIX AZ)
MN
06/16/2003 - 07/25/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/16/2003 - 07/25/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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