Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Katz is a financial advisor with U.S. Bancorp Investments, Inc. Michael has been in the financial industry since 2000. Michael holds the Series 7, Series 31 and Series 66 licenses, and the SIE exam. Michael has a strong track record of helping clients achieve their financial goals. Michael is committed to providing clients with personalized advice and guidance. Michael specializes in providing financial advice to individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CO
08/21/2024 - Present
U.s. Bancorp Investments, Inc. (Denver CO)
CO
09/03/2013 - 07/29/2019
BBVA SECURITIES INC. (ENGLEWOOD CO)
CA
08/22/2012 - 07/29/2013
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
01/10/2003 - 09/19/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
08/07/2000 - 10/31/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
07/19/2000 - 08/11/2000
M.L. STERN & CO., LLC. (BEVERLY HILLS CA)
NY
07/19/2000 - 07/19/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2003
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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