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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Christian Brooks is an Investment Advisor Representative with Corient. Michael has been in the financial services industry since April 2014. Michael is currently registered as an Investment Advisor in Washington. Michael is a Certified Financial Planner. Michael’s employment history includes Cornerstone Advisors, Inc., Columbia Pacific Wealth Management, Corient, CIPW Service Company, LLC and Corient Services LLC. Michael specializes in providing financial advice for individuals, businesses, high-net-worth individuals, insurance companies, pension and profit-sharing plans, charitable organizations, other trusts and PPLI, pooled investment vehicles and other investment advisors. Michael has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Michael has experience providing financial planning, market timing services, educational seminars, selection of other advisers, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles and pension consulting. Michael is affiliated with Corient.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
WA
02/20/2023 - Present
Corient (SEATTLE WA)
IA
Issued 12/06/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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