Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bubel is a financial advisor with over 20 years of experience in the industry. Michael currently works with Allworth Financial, LP where Michael specializes in financial planning, portfolio management, and pension consulting. Michael has held previous positions with VALIC Financial Advisors, INC., and has extensive experience in various aspects of financial services. Michael is dedicated to providing personalized and comprehensive financial advice to help clients reach 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.
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
CA
11/15/2022 - Present
Allworth Financial, LP (FOLSOM CA)
TX
09/06/2013 - 10/14/2022
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
08/24/2000 - 10/06/2011
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
IA
Issued 10/29/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2022
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/07/2021
Series 24 - General Securities Principal Examination
BC
Issued 09/07/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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