Unclaimed
Michael Short is a registered representative with Coordinated Capital Securities, Inc. with a focus on investments for individuals and businesses. Michael has extensive experience in the financial services industry, with a career spanning over 35 years. Michael offers financial planning and portfolio management services, as well as guidance on a range of financial instruments. Prior to joining Coordinated Capital Securities, Inc., Michael was with Wunderlich Securities, Inc. and Morgan Keegan & Company, Inc.
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.
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.
1
2
TN
01/04/2016 - Present
Coordinated Capital Securities, Inc. (MEMPHIS TN)
TN
09/03/2010 - 12/28/2015
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
TN
06/26/1987 - 09/03/2010
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NA
09/03/1986 - 12/18/1986
AMERICAN TRUST SECURITIES CORPORATION
IA
Issued 12/13/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1990
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 09/02/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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