Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Comorre is a registered investment advisor representative with City National Securities, Inc., headquartered in Los Angeles, CA. Michael has been in the securities industry since 2004 and has a Series 7, Series 63, and Series 65 licenses. Michael specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm, City National Securities, Inc. manages approximately $1 billion to $10 billion in client assets and focuses on serving high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth clients.
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.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
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2
CA
06/16/2014 - Present
City National Securities, Inc. (LOS ANGELES CA)
MO
03/19/2004 - 05/12/2004
EDWARD JONES (ST. LOUIS MO)
CA
01/01/2004 - 03/15/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
IA
Issued 06/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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