Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Durkin is a financial advisor with Cambridge Investment Research Advisors, Inc. Michael has been in the financial services industry since 1982. Michael is registered in California, Florida, Indiana, Kentucky, Ohio, Pennsylvania and South Carolina. Michael has a Series 6, Series 7, Series 22, Series 24, Series 63 and SIE license. Michael is a Certified Financial Planner. Michael offers a variety of financial services, including financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses and individuals. Michael is also a registered investment advisor representative with Cambridge Investment Research Advisors, Inc.
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
OH
08/21/2009 - Present
Cambridge Investment Research Advisors, Inc. (CINCINNATI OH)
OH
05/28/1998 - 08/17/2009
MUTUAL SERVICE CORPORATION (CINCINNATI OH)
OH
07/27/1983 - 05/28/1998
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NA
05/09/1983 - 09/17/1983
JOHN HANCOCK DISTRIBUTORS, INC.
NA
04/30/1982 - 12/28/1982
PHOENIX EQUITY PLANNING CORPORATION
BC
Issued 09/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/29/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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