Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hillyard Tootle is a registered representative of Centaurus Financial, Inc. based in Anaheim, CA. Michael has over 10 years of experience in the financial services industry. Michael has a Series 7, Series 66, and SIE license and offers financial planning, portfolio management, and educational seminars for individual and business clients. Michael previously worked at PREP Securities, LLC, CR Capital Distributors, LLC, and Centaurus Financial, Inc. in various roles, including Senior Territory Manager for CDK Global.
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
CA
10/12/2023 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
UT
01/02/2020 - 01/04/2021
PREP SECURITIES, LLC (Park City UT)
CA
04/01/2019 - 12/31/2019
CR CAPITAL DISTRIBUTORS, LLC (Newport Beach CA)
CA
05/26/2017 - 03/22/2019
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
BOTH
Issued 10/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Tootle is the right advisor for you? Invested Better is here to help.
