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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Tilley is an investment advisor representative at Global View Capital Management LLC. Michael has been in the industry since 1991 and has been registered with the state of Wisconsin since 2014. Prior to joining Global View Capital Management LLC, Michael worked at Purshe Kaplan Sterling Investments and The Strategic Financial Alliance, Inc.. Michael holds Series 63, Series 65, Series 7, and Series 24 licenses. Michael specializes in providing financial planning services and portfolio management for individuals, and also provides sub-advisory services to other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
01/02/2014 - Present
Global View Capital Management LLC (WAUKESHA WI)
WI
04/04/2014 - 01/28/2019
PURSHE KAPLAN STERLING INVESTMENTS (WAUKESHA WI)
WI
11/26/2010 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (WAUKESHA WI)
GA
03/03/2003 - 11/22/2010
WORLD GROUP SECURITIES, INC. (DULUTH GA)
MN
06/19/1991 - 11/07/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/19/1991 - 11/07/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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