Unclaimed
Michael Chrysler is an experienced financial advisor with over 30 years of experience in the industry. Michael is currently registered with Arkadios Wealth Advisors and has been with the firm since December 2021. Michael provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. Michael is also registered as an Investment Advisor Representative (IAR) in Washington. Prior to joining Arkadios Wealth Advisors, Michael worked at various firms including Investment Architects, Inc., Purshe Kaplan Sterling Investments, FSIC, Raymond James Financial Services, Inc., Citigroup Global Markets Inc., and Lehman Brothers 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.
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.
A percentage of the total value of assets under management is charged.
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2
WA
01/08/2022 - Present
Arkadios Wealth Advisors (Vancouver WA)
WA
07/06/2016 - 01/03/2022
INVESTMENT ARCHITECTS, INC. (Vancouver WA)
OR
01/02/2015 - 07/01/2016
PURSHE KAPLAN STERLING INVESTMENTS (West Linn OR)
OR
01/03/2007 - 12/31/2014
FSIC (PORTLAND OR)
OR
07/02/2004 - 12/31/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (LAKE OSWEGO OR)
NY
07/31/1993 - 07/20/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/06/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 02/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/13/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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