Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Schlegel is a financial advisor with over 20 years of experience in the financial services industry. Michael is currently registered with Cambridge Investment Research Advisors, Inc. and is licensed to provide financial advice in several states, including Michigan, Texas, Florida, Maryland, Nevada, North Carolina, Ohio, South Carolina, Virginia. Michael has experience providing financial advice to individuals, businesses, and retirement plans. Michael is committed to providing his clients with personalized financial advice to help them reach 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
OH
08/02/2019 - Present
Cambridge Investment Research Advisors, Inc. (Stow OH)
MI
01/11/2013 - 07/30/2019
WADDELL & REED (BLOOMFIELD HILLS MI)
MI
10/01/2012 - 01/16/2013
J.P. MORGAN SECURITIES LLC (COMERCE TWP MI)
MI
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COMERCE TWP MI)
IL
09/10/2001 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
03/17/2000 - 07/05/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/17/2000 - 07/05/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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