Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Classie is a financial advisor with over 25 years of experience in the industry. Michael is currently registered with Colorado Financial Service Corp. as a Broker and Investment Advisor Representative. Michael has also been registered with a number of other firms throughout his career including Brookstone Securities, Inc., Archer Alexander Securities Corporation, Vertical Capital Partners, Inc., Preferred Securities Group, Inc., Institutional Equity Corporation, Continental Broker-Dealer Corp., Access Financial Group, Inc., Royal Hutton Securities Corp., Investors Associates, Inc., W.J. Nolan & Company, Inc., and Meyers Pollock Robbins, Inc.. Michael is a licensed Series 6, 22, 24, 42, 62, 63, 79 and SIE representative, specializing in financial planning, portfolio management and selection of other advisors for individuals and high net worth individuals.
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.
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
FL
06/18/2012 - Present
Colorado Financial Service Corp. (BOCA RATON FL)
FL
04/20/2006 - 06/20/2012
BROOKSTONE SECURITIES, INC. (BOCA RATON FL)
FL
02/16/2005 - 04/29/2006
ARCHER ALEXANDER SECURITIES CORPORATION (CORAL SPRINGS FL)
NY
01/22/2002 - 02/24/2005
VERTICAL CAPITAL PARTNERS, INC. (NEW YORK NY)
FL
08/23/2000 - 01/23/2002
PREFERRED SECURITIES GROUP, INC. (BOCA RATON FL)
TX
10/21/1999 - 09/18/2000
INSTITUTIONAL EQUITY CORPORATION (DALLAS TX)
NY
11/16/1998 - 10/27/1999
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
IL
02/17/1998 - 11/23/1998
ACCESS FINANCIAL GROUP, INC. (CHICAGO IL)
NY
06/16/1997 - 03/03/1998
ROYAL HUTTON SECURITIES CORP. (NEW YORK NY)
NJ
02/06/1997 - 09/25/1997
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NY
12/13/1996 - 01/06/1997
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
NY
05/13/1996 - 12/17/1996
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
NJ
10/24/1995 - 05/02/1996
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
BC
Issued 09/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/09/2019
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/08/2012
Series 42 - Registered Options Representative Examination
BC
Issued 10/23/1995
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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