Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Westbrooks is a financial advisor with over 20 years of experience in the industry. Michael currently works with Kestra Advisory Services, LLC. Michael has experience with a variety of clients, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Michael has a wide range of services available, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Prior to joining Kestra Advisory Services, LLC, Michael worked at CETERA ADVISOR NETWORKS LLC and WALNUT STREET SECURITIES, 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.
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.
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2
TX
10/18/2018 - Present
Kestra Advisory Services, LLC (Richardson TX)
TX
09/03/2013 - 10/19/2018
CETERA ADVISOR NETWORKS LLC (RICHARDSON TX)
TX
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (DALLAS TX)
NY
03/05/1998 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IA
Issued 06/09/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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