Unclaimed
Michael J Bristoll is a financial advisor at Vanguard Advisers, Inc. Michael has been in the industry since March 2011. Michael is registered in Arizona and Texas as an Investment Advisor Representative. Michael has a Series 6, 7, and 66 license, and a SIE designation. Prior to joining Vanguard Advisers, Inc. Michael was a financial advisor at Charles Schwab & Co., Inc. and Chase Investment Services Corp. Michael is a financial advisor who is dedicated to helping clients reach their financial goals.
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.
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
12/02/2019 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
AZ
09/27/2012 - 03/31/2014
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
11/06/2010 - 09/04/2012
CHASE INVESTMENT SERVICES CORP. (CHANDLER AZ)
BOTH
Issued 11/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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