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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 Nowlan Strauss is a financial advisor with Corient. Michael has been in the financial services industry for over 10 years. Michael is registered with the state of California as an Investment Advisor Representative (IAR) and the state of Texas as an IAR. Michael is also a Certified Financial Planner. Prior to joining Corient, Michael worked for Vanguard Marketing Corporation in Scottsdale, Arizona. Michael holds Series 7, 63, and 65 licenses as well as the SIE exam. Michael specializes in providing financial planning, pension consulting, market timing services, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
CA
11/21/2023 - Present
Corient (San Diego CA)
AZ
08/01/2012 - 07/25/2018
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 02/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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