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 West is a registered investment advisor representative with Valmark Advisers, Inc. based in Cincinnati, OH. Michael has been in the industry since 2011 and has a total of 17 years of experience. Michael is also a registered investment advisor representative with Ameriprise Financial Services, Inc. The firm is registered with the Securities and Exchange Commission (SEC) and is also a member of the Financial Industry Regulatory Authority (FINRA). Michael is also registered with the following states: Alabama, Arizona, California, Delaware, Florida, Georgia, Indiana, Kentucky, Louisiana, Michigan, Minnesota, North Carolina, Ohio, Oregon, South Carolina, South Dakota, Tennessee, Texas, and Washington.
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.
Consulting
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
OH
04/21/2023 - Present
Valmark Advisers, Inc. (Cincinnati OH)
OH
03/27/2012 - 10/01/2018
AMERIPRISE FINANCIAL SERVICES, INC. (CINCINNATI OH)
KY
05/14/2011 - 03/15/2012
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 08/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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