Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Walters is a financial advisor registered with TPG Financial Advisors, LLC in Portland, OR. Michael has over 20 years of experience in the financial services industry. Prior to joining TPG Financial Advisors, LLC, Michael worked at Symetra Investment Services, Inc. and New England Securities. Michael is a Series 6, 7, 63, and 66 licensed professional. Michael specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OR
06/14/2021 - Present
TPG Financial Advisors, LLC (PORTLAND OR)
OR
04/24/2008 - 09/30/2013
SYMETRA INVESTMENT SERVICES, INC. (PORTLAND OR)
OR
08/03/2000 - 04/08/2008
NEW ENGLAND SECURITIES (PORTLAND OR)
BOTH
Issued 03/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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