Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Weber is a financial advisor with Research & Portfolio Management, located in Crescent Springs, Kentucky. Michael has been a registered investment advisor for over 30 years, with experience at various firms including American Equity Investment Corporation, Cantella & Co., Inc., Raymond James Financial Services, Inc., and Everen Securities, Inc. Michael has a broad range of experience in the financial industry, including securities, commodities, and investment advising. He is dedicated to providing tailored financial guidance to meet individual needs.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
KY
11/21/2011 - Present
Research & Portfolio Management (CRESCENT SPRINGS KY)
IN
12/19/2013 - 09/04/2019
AMERICAN EQUITY INVESTMENT CORPORATION (NEW ALBANY IN)
KY
04/17/2009 - 11/25/2011
CANTELLA & CO., INC. (CRESCENT SPRINGS KY)
KY
05/23/1997 - 04/22/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (CRESCENT SPRINGS KY)
MO
09/04/1990 - 05/27/1997
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
05/01/1990 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
NA
09/15/1986 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
OH
11/30/1989 - 05/04/1990
ROSS, SINCLAIRE & ASSOCIATES, INC. (CINCINNATI OH)
NA
10/13/1988 - 12/05/1989
MERIT FINANCIAL CORPORATION
NA
04/18/1984 - 09/22/1986
E. F. HUTTON & COMPANY INC
IA
Issued 05/25/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1986
Series 3 - National Commodity Futures Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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