Unclaimed
Michael Davidson is a financial advisor with Hilltop Securities Inc.. Michael has been in the securities industry since February 10, 2005. Michael is registered with the following securities authorities: Alaska, Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Kansas, Minnesota, Nevada, New York, Oregon, Pennsylvania, Texas and Washington. Michael is also registered as an Investment Advisor Representative in Alaska, Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Kansas, Minnesota, Nevada, New York, Oregon, Pennsylvania, Texas and Washington. Michael's branch offices are located in Monterey, CA and Dallas, TX. Michael has experience providing financial planning services and portfolio management for businesses and individuals. Michael also offers educational seminars and publishes periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
CA
05/07/2012 - Present
Hilltop Securities Inc. (MONTEREY CA)
CA
02/10/2005 - 12/22/2008
M.L. STERN & CO., LLC. (CARMEL CA)
BOTH
Issued 05/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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