Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bennett is a financial advisor with Crewe Advisors in Salt Lake City, Utah. Michael has been in the industry since 2008. Michael has a wide range of experience working with high-net-worth individuals, corporations, and charitable organizations. Michael focuses on providing financial planning, portfolio management, and selection of other advisors to meet their client's needs. Crewe Advisors is a registered investment advisor with the Securities and Exchange Commission.
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.
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
UT
11/06/2020 - Present
Crewe Advisors (SALT LAKE CITY UT)
UT
01/17/2014 - 07/17/2015
SILBER BENNETT FINANCIAL, INC. (SALT LAKE CITY UT)
UT
05/09/2012 - 01/02/2014
ORCHARD SECURITIES, LLC (SALT LAKE CITY UT)
KS
08/02/2010 - 05/01/2012
ARI FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
UT
02/21/2008 - 10/08/2010
ORCHARD SECURITIES, LLC (SANDY UT)
IA
Issued 01/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/26/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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