Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jones has been in the financial industry for over 30 years. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. Michael currently works with Silver Oak Securities, Inc., based in Louisville, KY. Michael has held previous positions with Cambridge Investment Research, Inc., First Allied Securities, Inc., and several other firms. Michael's specializations include retirement planning, insurance, education planning, business planning, and estate planning.
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.
A percentage of the total value of assets under management is charged.
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2
KY
01/02/2020 - Present
Silver OAK Securities, Inc. (Louisville KY)
KY
07/14/2014 - 12/19/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (LOUISVILLE KY)
KY
04/25/2012 - 08/06/2013
FIRST ALLIED SECURITIES, INC. (LOUISVILLE KY)
KY
05/02/2011 - 04/24/2012
CAMBRIDGE LEGACY SECURITIES L.L.C. (LOUISVILLE KY)
KY
06/01/2009 - 05/09/2011
LINCOLN FINANCIAL SECURITIES CORPORATION (LOUISVILLE KY)
KY
01/04/1995 - 06/09/2009
LPL FINANCIAL CORPORATION (LOUISVILLE KY)
MA
05/11/1992 - 01/26/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
05/11/1992 - 01/26/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
CT
01/02/1992 - 06/11/1992
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
NY
01/29/1990 - 01/02/1992
MONY SECURITIES CORP. (NEW YORK NY)
MA
07/26/1989 - 02/06/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
VT
11/14/1988 - 06/28/1989
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 11/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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