Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Beatty is a registered Investment Advisor Representative (IAR) in Nevada and Texas. Michael has been in the industry for over 10 years. Michael has a Series 7 and 66 license and holds the Series SIE. Currently, Michael Beatty is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc., in Las Vegas, Nevada. Michael Beatty is also an advisory representative for a Registered Investment Advisor, CIRA. In addition, Michael is an independent insurance agent for various insurance companies. Michael Beatty works with clients of all types including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Michael Beatty provides financial planning, portfolio management, and educational seminars.
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
NV
02/21/2020 - Present
Cambridge Investment Research Advisors, Inc. (Las Vegas NV)
NV
01/25/2016 - 03/06/2020
PARK AVENUE SECURITIES LLC (LAS VEGAS NV)
BOTH
Issued 04/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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