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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 Christopher Poole is an Investment Advisor Representative with CSP Financial Group LLC. Michael Christopher Poole has been in the industry for 14 years and has a Series 63 and Series 65 licenses. Michael Christopher Poole is registered in 10 states and holds a Series 3 license as well. Michael Christopher Poole specializes in financial planning, portfolio analysis, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Portfolio analysis (mri) services
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.
Co-advisor fees
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AZ
01/27/2021 - Present
CSP Financial Group LLC (SCOTTSDALE AZ)
IA
Issued 05/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2009
Series 3 - National Commodity Futures Examination
Active
Inactive
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