Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jordan Parsley is a registered representative with Frost Investment Services and has been in the industry since 2014. Michael Jordan Parsley is a registered representative with Frost Investment Services, and holds Series 6, 7, 63, and 66 licenses. Michael Jordan Parsley has experience with Wells Fargo Advisors and BOK Financial Securities. Michael Jordan Parsley specializes in providing financial planning and portfolio management services to individuals, corporations and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
11/30/2023 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
05/01/2017 - 11/29/2023
WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)
TX
09/14/2016 - 03/10/2017
BOK FINANCIAL SECURITIES, INC. (THE WOODLANDS TX)
TX
04/08/2014 - 11/10/2014
WELLS FARGO ADVISORS, LLC (THE WOODLANDS TX)
BOTH
Issued 07/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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