Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lyle Roberts is an Investment Advisor Representative with Statheros Financial Solutions, Inc. based in San Jose, CA. Michael Lyle Roberts has been in the industry since June 2008. Michael Lyle Roberts has passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Michael Lyle Roberts is registered with the state of California. Michael Lyle Roberts is also a licensed real estate agent.
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.
A percentage of the total value of assets under management is charged.
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CA
12/06/2019 - Present
Statheros Financial Solutions, Inc. (San Jose CA)
BC
Issued 11/07/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/30/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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