Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael J. Thurman is a financial advisor with Caitlin John. Michael has been a financial advisor for over 20 years and is licensed to provide financial advice in Michigan. Michael has a broad range of experience in the financial services industry, having worked with several firms prior to joining Caitlin John. Michael’s expertise includes financial planning, investment management, and education seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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MI
05/23/2024 - Present
Caitlin John (Clarkston MI)
MI
02/19/2019 - 05/06/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Bloomfield MI)
MI
01/23/2004 - 10/27/2017
NATIONAL PLANNING CORPORATION (BLOOMFIELD HILLS MI)
CT
02/02/1998 - 01/22/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
OH
07/18/1995 - 02/10/1998
VESTAX SECURITIES CORPORATION (HUDSON OH)
CA
05/21/1993 - 07/26/1995
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
IA
Issued 04/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/1996
Series 24 - General Securities Principal Examination
BC
Issued 03/04/2024
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1993
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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