Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael George Hefner is a financial advisor registered with Western International Securities, Inc. Michael has been in the financial services industry since 1984. Michael has a Series 7, Series 63 and SIE licenses and holds a current registration in Arizona, California, Colorado, Hawaii, Idaho, New Jersey, New York, Oregon, Utah and Washington. Michael also has a previous registration with UBS Financial Services Inc. and Prudential-Bache Securities Inc. Western International Securities, Inc. has a main office in Pasadena, CA. The firm is a registered investment advisor and a broker-dealer and primarily serves individuals, corporations, and pension and profit sharing plans. The firm manages over $3.6 billion in assets.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
11/13/2012 - Present
Western International Securities, Inc. (Phoenix AZ)
NJ
04/21/1989 - 12/15/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NA
08/27/1984 - 04/04/1989
PRUDENTIAL-BACHE SECURITIES INC.
NA
04/18/1984 - 08/10/1984
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
BC
Issued 10/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Hefner is the right advisor for you? Invested Better is here to help.
