Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael E. Williams is a financial advisor who has been in the industry for over 30 years. He works with Edward Jones. Michael is a Certified Financial Planner and has a strong track record of helping his clients reach their financial goals. He is also a Registered Representative and Investment Adviser Representative and is licensed in Oregon and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OR
02/06/2025 - Present
Edward Jones (MEDFORD OR)
CA
03/22/2010 - 09/09/2022
U.S. BANCORP INVESTMENTS, INC. (ALTURAS CA)
OR
05/02/2009 - 03/17/2010
CHASE INVESTMENT SERVICES CORP. (SHADY COVE OR)
OR
10/01/2004 - 05/02/2009
WAMU INVESTMENTS, INC. (GRANTS PASS OR)
TX
10/05/1995 - 08/18/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
11/03/1994 - 05/31/1995
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
06/07/1990 - 10/31/1994
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
CA
04/19/1989 - 06/05/1990
FRANKLIN DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 01/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1992
Series 7 - General Securities Representative Examination
BC
Issued 04/18/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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