Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Squier is a financial advisor with Mercer Global Advisors Inc. Michael has been in the financial services industry since 2006. Michael holds a Series 6, 7, 50, and 63 licenses, as well as the SIE exam. Michael is also a Certified Financial Planner and a Chartered Financial Consultant. Michael works with individuals, businesses, and charitable organizations. Michael provides financial planning, investment management, and trust services. Michael is committed to helping clients 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.
Trust services, estate planning, tax return preparation, consultation
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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CO
02/01/2024 - Present
Mercer Global Advisors Inc. (DENVER CO)
AZ
09/12/2006 - 03/29/2023
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 09/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2022
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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