Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dennis West has been in the financial industry since October 27, 1986. Michael is currently registered with Avantax Advisory Services. Michael is licensed in Arizona, California, Colorado, Nevada, North Carolina, Oregon, Washington, Wisconsin, and Wyoming. Michael provides financial planning, portfolio management for businesses, and portfolio management for individuals. In addition to Avantax Advisory Services, Michael is also involved with several other business ventures including Willows Investors At Camp Verde, Michael D. West, EA, CFP, Michael West & Associates, Rich Island Inc, Rental Property, West Financial Services, and De Rancho Mobile Home Park.
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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
07/08/1997 - Present
Avantax Advisory Services (CONCORD CA)
IA
Issued 09/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/22/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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