Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edward Newell is a financial advisor currently registered with Cambridge Investment Research Advisors, Inc.. Michael has been in the industry since 1997. Michael has a background in providing financial advice and services to a variety of clients, including individuals, families, and businesses. Michael is also registered with the states of Arizona, Colorado, Florida, New Hampshire, New Mexico, Texas, Vermont, Virginia, Washington, and Wyoming.
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
VT
01/30/2023 - Present
Cambridge Investment Research Advisors, Inc. (Danville VT)
NM
10/23/2007 - 04/27/2015
METLIFE SECURITIES INC. (ALBUQUERQUE NM)
NM
10/21/2002 - 10/22/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (ALBUQUERQUE NM)
TX
07/16/2001 - 10/14/2002
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
TX
08/28/1998 - 06/28/2001
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NY
11/05/1997 - 08/21/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/18/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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