Unclaimed
Michael Dennis McNiven is an Investment Advisor Representative with Cumberland Advisors, registered in Indiana since 2020. Michael Dennis McNiven's primary work experience is in the financial services industry. Michael Dennis McNiven is actively involved in the financial services industry with 11 years of experience.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services for governmental clients
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.
Model delivery fees
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2
FL
02/10/2020 - Present
Cumberland Advisors (SARASOTA FL)
IA
Issued 06/03/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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