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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 James Throckmorton is a financial advisor currently registered with Investment Research Corp. Michael Throckmorton has been in the financial services industry for over 20 years and has experience in various aspects of financial planning and investment management. Michael Throckmorton holds the Series 7 and Series 66 licenses. Michael Throckmorton is also a Certified Financial Planner™ and a Chartered Financial Consultant. Michael Throckmorton works with a variety of clients, including high net worth individuals, pension and profit-sharing plans, and individuals other than high net worth. Michael Throckmorton has previously worked with World Capital Brokerage, Inc., Hazard & Siegel, Inc., Fortune Financial Services, Inc., and Blue Vase Securities, LLC.
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.
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.
Strategic management for diversified investment portfolios.
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
OH
09/11/2020 - Present
Investment Research Corp. (St. Clairsville OH)
CO
10/12/2011 - 12/09/2013
WORLD CAPITAL BROKERAGE, INC. (DENVER CO)
OH
01/23/2009 - 12/31/2009
HAZARD & SIEGEL, INC. (ST. CLAIRSVILLE OH)
PA
01/05/2005 - 12/31/2008
FORTUNE FINANCIAL SERVICES, INC. (NEW BRIGHTON PA)
PA
07/21/2003 - 12/31/2004
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
BOTH
Issued 08/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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