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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gavin is a financial advisor at Edelman Financial Engines, a firm that provides financial planning and advisory services. Michael has been in the industry for over 30 years, holding registrations in both Louisiana and Texas. Michael's career has spanned multiple firms and states and he holds several designations, including the Series 63, 65, 7 and 8 licenses. Michael has experience working with a variety of clients, including individuals, corporations, and non-profit organizations.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
LA
03/23/2017 - Present
Edelman Financial Engines (MANDEVILLE LA)
LA
07/06/2016 - 03/03/2017
SCOTTRADE, INC. (COVINGTON LA)
CA
06/13/2014 - 07/13/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN BERNARDINO CA)
CA
09/02/2009 - 06/06/2014
TD AMERITRADE, INC. (BEVERLY HILLS CA)
CA
06/09/1992 - 08/04/2009
CHARLES SCHWAB & CO., INC. (PASADENA CA)
NC
05/07/1990 - 06/22/1990
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NY
11/23/1988 - 04/24/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 04/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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