Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Fine is a financial advisor with over 10 years of experience in the industry. Michael currently works with Monarch Plan Advisors and 3(38) Investment Fiduciaries. Michael specializes in providing financial planning and pension consulting services to individuals and businesses. Michael is a Certified Financial Planner and holds Series 6, Series 63, Series 65, and SIE licenses.
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.
Guidance on pension options to ensure a secure financial future.
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.
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2
CA
09/14/2017 - Present
Monarch Plan Advisors (SIMI VALLEY CA)
CA
08/25/2014 - 12/31/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (Simi Valley CA)
CA
06/04/2013 - 08/25/2014
FINANCIAL TELESIS INC (WESTLAKE VILLAGE CA)
IA
Issued 09/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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