Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Fayed is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. Michael has been in the financial services industry since June 1999. Michael is licensed to provide financial advice in Alabama, Arizona, California, Colorado, Florida, Georgia, Maine, Michigan, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, and Virginia. Michael also holds several industry certifications including the Certified Financial Planner designation and has passed the following exams: Series 7, Series 63, Series 65, Series 24, Series 28, Series 31, SIE, and Series 99TO.
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
NC
07/31/2018 - Present
Cambridge Investment Research Advisors, Inc. (Belmont NC)
NC
09/09/2011 - 07/23/2018
SUMMIT BROKERAGE SERVICES, INC. (BELMONT NC)
NC
04/06/2006 - 09/12/2011
CAPITAL GUARDIAN, LLC (CHARLOTTE NC)
NC
06/14/1999 - 06/01/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHARLOTTE NC)
IA
Issued 09/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2006
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 02/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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