Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Seely is a financial advisor at Madrona Financial & Cpas. Michael has been in the industry since 1998 and has a Series 7, Series 63 and Series 66 license. Michael has experience with investment companies, charitable organizations, high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Michael provides financial planning, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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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WA
11/19/2020 - Present
Madrona Financial & Cpas (EVERETT WA)
WA
11/02/2020 - 01/19/2023
PURSHE KAPLAN STERLING INVESTMENTS (Mountlake Terrace WA)
WA
02/26/2013 - 11/02/2020
CETERA INVESTMENT SERVICES LLC (MOUNTLAKE TERRACE WA)
MT
01/24/2003 - 04/30/2012
INVESTMENT CENTERS OF AMERICA, INC. (KALISPELL MT)
MO
05/10/2000 - 01/15/2003
EDWARD JONES (ST. LOUIS MO)
TX
08/06/1998 - 07/30/1999
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BOTH
Issued 02/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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