Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bird is an investment advisor representative and is registered with Cambridge Investment Research Advisors, Inc.. Michael has over 18 years of experience in the financial services industry. Michael holds the Series 7, Series 63, and Series 66 securities licenses as well as the SIE exam. Michael has been registered with Cambridge Investment Research Advisors, Inc. since 2024 and has previously been registered with Principal Securities, Inc. and Edward Jones. Michael is also registered as an investment advisor representative in Texas and South Carolina. Michael provides a variety of financial services, including investment advice, financial planning, and portfolio management. Michael is committed to providing their clients with personalized financial advice that helps them achieve their financial goals.
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
SC
07/22/2024 - Present
Cambridge Investment Research Advisors, Inc. (Fort Mills SC)
NC
05/13/2008 - 07/22/2024
PRINCIPAL SECURITIES, INC. (CHARLOTTE NC)
NC
04/18/2006 - 03/06/2008
EDWARD JONES (CHARLOTTE NC)
BOTH
Issued 01/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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