Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Quirk is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Michael is a registered investment advisor in 33 states and has been in the industry since December 7, 2012. Michael holds the Series 66, 24, SIE, and 7 licenses. Michael's expertise is in financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Michael also owns and operates Strategic Financial Services, an independent insurance agency, and is a partner at Rainmaker Financial LLC. Michael is a strong advocate for his clients and is dedicated to helping them achieve their financial goals.
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
MA
01/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (NORWELL MA)
BOTH
Issued 10/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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