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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 Ervin is a financial advisor with over 28 years of experience in the industry. Michael Ervin is registered with Cambridge Investment Research Advisors, Inc. and has previously been associated with several other firms including SII Investments, Inc., H&R Block Financial Advisors, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Michael Ervin has a strong background in financial planning, portfolio management, and insurance. Michael Ervin is committed to helping clients reach their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MI
01/29/2018 - Present
Cambridge Investment Research Advisors, Inc. (Mt Pleasant MI)
MI
06/22/2001 - 11/30/2017
SII INVESTMENTS, INC. (MT. PLEASANT MI)
MI
07/30/1996 - 06/18/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MN
03/09/1995 - 01/24/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/09/1995 - 01/24/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/30/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 06/30/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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