Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jackson is a registered representative of D.a. Davidson & Co., with over 17 years of experience in the securities industry. Michael has a Series 66, Series 9, Series 10, Series 31, and Series 7 license. He is a registered investment advisor in Washington and Texas. Michael has experience providing financial planning and portfolio management services to a variety of clients, including individuals, businesses, and charitable 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.
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2
WA
04/08/2009 - Present
D.a. Davidson & Co. (SPOKANE WA)
WA
04/02/2007 - 04/09/2009
MORGAN STANLEY & CO. INCORPORATED (SPOKANE WA)
WA
07/11/2005 - 04/02/2007
MORGAN STANLEY DW INC. (SPOKANE WA)
BOTH
Issued 07/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/30/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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