Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hales is a registered representative with D.A. Davidson & Co. Michael has been in the industry since 2014. Michael is registered to offer securities in 27 states including Oregon and Texas. Michael is also a registered Investment Advisor Representative in Oregon and Texas. Michael is a Series 7 and Series 66 licensed professional and holds the Securities Industry Essentials Examination. Michael has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension plans and state and municipal government entities. Michael previously worked for Lord Abbett Distributor LLC and TD Ameritrade. Michael is licensed to provide financial planning services.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
05/13/2021 - Present
D.a. Davidson & Co. (PENDLETON OR)
NJ
09/19/2018 - 03/10/2020
TD AMERITRADE, INC. (JERSEY CITY NJ)
NJ
07/10/2015 - 08/31/2018
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
OR
08/28/2014 - 09/25/2014
D.A. DAVIDSON & CO. (PENDLETON OR)
BOTH
Issued 08/31/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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