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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Roberts is a financial advisor with The Strategic Financial Alliance, Inc. Michael has been working in the financial services industry since October 2003. Michael has a Series 7 and Series 66 license as well as the Securities Industry Essentials Examination. Michael is registered in several states and has experience in providing financial advice for individuals and businesses. Michael has a strong track record in the financial services industry and has earned a reputation for delivering high-quality services.
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.
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.
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2
OR
04/04/2023 - Present
THE Strategic Financial Alliance, Inc. (Eugene OR)
AZ
07/17/2017 - 04/06/2023
TRIAD ADVISORS LLC (Gilbert AZ)
OR
04/01/2015 - 07/18/2017
COASTAL EQUITIES, INC. (EUGENE OR)
AZ
07/17/2012 - 03/27/2015
CENTAURUS FINANCIAL, INC. (CHANDLER AZ)
AZ
06/28/2007 - 07/19/2012
J.P. TURNER & COMPANY, L.L.C. (CHANDLER AZ)
OR
01/25/2007 - 06/28/2007
BROOKSTREET SECURITIES CORPORATION (EUGENE OR)
OR
10/01/2003 - 01/23/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (EUGENE OR)
BOTH
Issued 10/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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