Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lee Knell is a Registered Representative with Cambridge Investment Research Advisors, Inc. based in Mansfield, OH. Michael has been in the securities industry since 1988. Michael has experience with both individual and institutional clients and has a range of experience in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management.
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
OH
02/15/2023 - Present
Cambridge Investment Research Advisors, Inc. (Mansfield, OH)
OH
11/15/2018 - 02/15/2023
INVICTA CAPITAL LLC (Mansfield OH)
OH
02/02/2016 - 11/29/2018
TRUSTMONT FINANCIAL GROUP, INC. (MANSFIELD OH)
OH
11/19/2012 - 02/01/2016
SECURITIES SERVICE NETWORK, INC. (MANSFIELD OH)
OH
07/22/1997 - 12/14/2012
PROEQUITIES, INC. (MANSFIELD OH)
FL
09/08/1994 - 07/23/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
MA
11/21/1988 - 09/07/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/21/1988 - 09/07/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 07/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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