Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Williams is a financial advisor with over 20 years of experience in the industry. Michael is a Certified Financial Planner and a Chartered Financial Analyst, and has a strong background in investments and financial planning. Michael currently works with MAI Capital Management, LLC and specializes in a wide range of investment products and services, including portfolio management, financial planning, and pension consulting. Previously, Michael has worked at several other financial institutions, including Cetera Financial Specialists LLC, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
IL
12/20/2021 - Present
MAI Capital Management, LLC (Bannockburn IL)
IL
09/17/2015 - 12/06/2021
CETERA FINANCIAL SPECIALISTS LLC (DEERFIELD IL)
IL
05/29/2007 - 09/23/2015
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
04/16/2002 - 05/29/2007
CITICORP INVESTMENT SERVICES (CHICAGO IL)
NY
07/27/1998 - 04/01/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/21/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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