Unclaimed
Michael Raine is a financial advisor with Freestone Capital Management, LLC. Michael has been working in the financial industry for over 10 years. Michael has experience with individuals, families, charitable organizations, pension and profit sharing plans and pooled investment vehicles. Michael is also a Certified Financial Planner. Prior to joining Freestone Capital Management, LLC, Michael was an advisor at UBS Financial Services Inc. and Cambridge Investment Research, Inc.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
11/10/2021 - Present
Freestone Capital Management, LLC (SEATTLE WA)
WA
03/07/2018 - 11/06/2019
UBS FINANCIAL SERVICES INC. (BELLEVUE WA)
WA
03/13/2017 - 11/10/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (SEATTLE WA)
BOTH
Issued 05/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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