Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Eardley is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Michael has been in the industry since 2001 and has worked with firms like Raymond James Financial Services, Inc. and CFD Investments, Inc. Michael is currently licensed in Pennsylvania and Virginia and offers a range of financial services, including financial planning, portfolio management, and investment advisory services. Michael's firm manages assets for a variety of clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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
PA
05/01/2018 - Present
Cambridge Investment Research Advisors, Inc. (Hollidaysburg PA)
PA
01/06/2010 - 05/02/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (ALTOONA PA)
VA
10/28/2003 - 11/30/2009
CFD INVESTMENTS, INC. (MOSELEY VA)
AZ
08/21/2001 - 10/27/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 03/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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