Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Paul Sherman is a financial advisor with Cambridge Investment Research Advisors, Inc., based in Manchester, Vermont. Michael has been in the industry since 2002. Michael has a Series 7, Series 63, and Series 66 license. Michael also holds the Securities Industry Essentials (SIE) exam. Michael has worked for Summit Brokerage Services, Inc. and Wells Fargo Advisors, LLC before joining Cambridge Investment Research Advisors, Inc.
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
VT
10/28/2020 - Present
Cambridge Investment Research Advisors, Inc. (Manchester VT)
VT
09/05/2014 - 12/31/2015
SUMMIT BROKERAGE SERVICES, INC. (MANCHESTER VT)
MA
01/01/2008 - 09/04/2014
WELLS FARGO ADVISORS, LLC (BOSTON MA)
MA
03/18/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BOSTON MA)
BOTH
Issued 10/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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