Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Burns is an investment advisor representative at Fisher Investments. Michael has over 30 years of experience in the financial services industry. Michael has been registered with the Securities and Exchange Commission (SEC) since 1983. Michael is licensed to provide investment advice in Texas. Michael's previous experience includes working with Benchmark Securities LLC, Southwest Securities, Inc., UBS Financial Services Inc., UBS Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Titus & Donnelly LLC, J. F. Hartfield & Co., Inc., R.W. Smith & Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
05/11/2020 - Present
Fisher Investments (PLANO TX)
TX
03/01/2013 - 11/28/2018
BENCHMARK SECURITIES LLC (RICHARDSON TX)
TX
05/29/2012 - 02/26/2013
SOUTHWEST SECURITIES, INC. (DALLAS TX)
TX
03/17/2006 - 05/22/2012
UBS FINANCIAL SERVICES INC. (DALLAS TX)
NY
01/16/2006 - 03/21/2006
UBS SECURITIES LLC (NEW YORK NY)
NJ
01/24/2003 - 01/16/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/30/1999 - 11/12/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/16/1998 - 07/12/1999
TITUS & DONNELLY LLC (NEW YORK NY)
NA
01/03/1991 - 06/30/1998
J. F. HARTFIELD & CO., INC.
NJ
07/13/1987 - 06/30/1998
J. F. HARTFIELD & CO., INC. (JERSEY CITY NJ)
NJ
04/24/1989 - 10/18/1990
R.W. SMITH & ASSOCIATES, INC. (JERSEY CITY NJ)
NA
03/23/1983 - 05/20/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 05/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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