Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Cary Tow is a financial advisor with over 28 years of experience in the industry. Michael is registered with Cambridge Investment Research Advisors, Inc. and is also a Certified Financial Planner. Michael holds Series 63, 65, 7, 8, 9 and 10 licenses and has been active in the financial industry since 1994. Michael is actively licensed in 10 states and is based out of the Cambridge Investment Research Advisors, Inc. office in Brookline, Massachusetts. In addition to being a registered representative with Cambridge Investment Research Advisors, Inc. Michael also works as an independent insurance agent for various independent insurance companies.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
10/01/2013 - Present
Cambridge Investment Research Advisors, Inc. (BROOKLINE MA)
MA
09/30/2005 - 10/01/2013
COMMONWEALTH FINANCIAL NETWORK (BROOKLINE MA)
NJ
03/30/2001 - 10/25/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MI
09/28/1994 - 04/25/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 11/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/02/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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