Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Vestal is a financial advisor at Cambridge Investment Research Advisors, Inc. Michael has been in the financial services industry since 1997. Michael is registered to offer securities and investment advisory services in 13 states. Michael has a series 6, 7, 24 and 63 license and the Series 66 and SIE exams. Michael is also a Certified Financial Planner and a Chartered Financial Consultant. In addition to his work with Cambridge, Michael also provides insurance services as an independent agent for various companies.
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
TX
08/01/2017 - Present
Cambridge Investment Research Advisors, Inc. (Plano TX)
TX
09/10/2012 - 08/01/2017
WFG INVESTMENTS, INC. (PLANO TX)
TX
10/16/2007 - 09/14/2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
09/20/2002 - 08/30/2007
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
06/03/1999 - 04/05/2002
CYBERTRADER, INC. (AUSTIN TX)
TX
05/26/1999 - 05/28/1999
A I M DISTRIBUTORS, INC. (HOUSTON TX)
TX
06/10/1996 - 11/24/1998
VAN KAMPEN FUNDS INC. (HOUSTON TX)
BOTH
Issued 08/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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