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 Graham is a financial professional with over 25 years of experience in the industry. Michael is currently registered with Midwestern Securities Trading Company, LLC and has a diverse background, having previously worked at BirchTree Financial Services, Inc. Michael holds Series 7, 24, 53, 63, and 65 licenses and has taken the SIE and Series 99TO exams. Michael is an active member of the financial services community, currently serving as a Board Member and President of the Holding Co. Board at Princeville State Bank/Main Street Bancorp Inc. Michael is also a member of the Peoria Riverfront Museum Foundation Board.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for 401(k) retirement plans defined in section 3(38) of erisa rules
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.
A percentage of assets under 3rd party management
1
2
IL
03/27/2018 - Present
Midwestern Securities Trading Company, LLC (PEORIA IL)
MN
05/02/1996 - 04/27/2000
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 12/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/20/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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