Unclaimed
Michael Jacob Reiman is a financial advisor with Cambridge Investment Research Advisors, Inc. Michael has been a registered representative since November 1997, working in the financial services industry for over 24 years. Michael is a licensed financial advisor in 24 states, including Texas, California, and Florida. Michael has experience in financial planning, pension consulting, and portfolio management for both individuals and businesses. Michael also offers educational seminars and market timing services.
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.
Solicitation fees from 3rd party money managers
1
2
TX
04/11/2013 - Present
Cambridge Investment Research Advisors, Inc. (Dallas TX)
TX
09/29/2004 - 04/11/2013
PARK AVENUE SECURITIES LLC (DALLAS TX)
TX
12/18/2003 - 07/30/2004
NFP SECURITIES, INC. (AUSTIN TX)
MA
08/29/2002 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
MN
11/21/1997 - 08/21/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/21/1997 - 08/21/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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