Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gordon Stockman is a financial advisor with Cambridge Investment Research Advisors, Inc. Michael has been in the financial industry since 1999. Michael is registered with the state of Texas and holds the Series 6, Series 63 and SIE securities licenses. Michael also has experience with LPL FINANCIAL LLC and AIG RETIREMENT ADVISORS, INC.
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
TX
03/04/2013 - Present
Cambridge Investment Research Advisors, Inc. (Houston TX)
TX
02/13/2009 - 03/25/2013
LPL FINANCIAL LLC (HOUSTON TX)
TX
12/01/1999 - 02/23/2009
AIG RETIREMENT ADVISORS, INC. (HOUSTON TX)
TX
12/01/1999 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 08/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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