Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Joseph Smith is a financial advisor registered with the state of Texas as an Investment Advisor Representative with Infinity Financial Services Advisory. Michael has a combined 12 years of experience in the securities industry, working for firms like Titan Securities and PlanMember Securities Corporation before joining Infinity Financial Services Advisory. Michael is committed to helping clients achieve their financial goals through a variety of services, including financial planning, investment management, and educational seminars.
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.
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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TX
07/22/2022 - Present
Infinity Financial Services Advisory (Austin TX)
TX
09/19/2016 - 07/19/2022
TITAN SECURITIES (Cedar Park TX)
TX
09/26/2001 - 03/05/2008
PLANMEMBER SECURITIES CORPORATION (CEDR PARK TX)
BOTH
Issued 05/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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