Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Houser is a financial advisor with over 25 years of experience in the financial services industry. Michael is currently registered with Tiaa-Cref Individual & Institutional Services, LLC, which is a full-service financial services firm that offers a variety of investment and advisory services. Michael specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and corporations. He is committed to providing personalized financial guidance to help clients achieve their financial goals. Michael is a licensed representative of Fidelity Brokerage Services LLC, where he was previously employed.
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.
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.
Compensation from affiliates
1
2
MA
03/03/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CAMBRIDGE MA)
MA
01/01/2008 - 07/09/2021
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
12/05/1997 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
IN
04/06/1995 - 01/12/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/06/1995 - 01/12/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 04/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/15/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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