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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hamilton is a financial advisor with UBS Financial Services Inc. located in Leawood, KS. Michael has been in the financial services industry since 1992. Michael is a registered representative and investment advisor representative in Kansas, Missouri, and Texas. Michael has passed the Series 3, Series 7, Series 63, and Series 65 exams. Michael has experience in providing financial planning services, portfolio management, and educational seminars. Michael also has experience working with corporations, high-net-worth individuals, and other businesses.
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.
See schedule d - miscellaneous
1
2
KS
12/01/2008 - Present
UBS Financial Services Inc. (LEAWOOD KS)
KS
10/18/1999 - 05/05/2008
CITIGROUP GLOBAL MARKETS INC. (LEAWOOD KS)
NY
08/19/1992 - 10/28/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 06/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1992
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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