Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Clancy is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Michael has over 30 years of experience in the financial services industry. Michael's specializations include retirement planning, college planning, estate planning, and insurance. Michael is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Michael is a licensed Investment Advisor Representative in Florida, Michigan, and Texas. He also holds Series 7, 24, 63, and 65 securities licenses. Michael is also registered with FINRA and the SEC. Michael is passionate about helping his clients achieve their financial goals. Michael's previous experience includes working with LPL Financial LLC and Mutual Service Corporation.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MI
03/17/2022 - Present
Cambridge Investment Research Advisors, Inc. (Shelby Township MI)
MI
09/08/2009 - 05/02/2022
LPL FINANCIAL LLC (SHELBY TOWNSHIP MI)
MI
03/16/2000 - 09/08/2009
MUTUAL SERVICE CORPORATION (SHELBY TOWNSHIP MI)
SC
06/05/1997 - 03/24/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
07/29/1992 - 06/11/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/29/1992 - 06/11/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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