Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Richard Lulejian is a financial advisor at Cambridge Investment Research Advisors, Inc. Michael has over 30 years of experience in the financial services industry. Michael is registered with both FINRA and the state of California and Texas as a Registered Representative (RR) and Investment Advisor Representative (IAR). Michael specializes in providing financial planning, portfolio management, and retirement planning services to individuals and businesses.
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
CA
05/12/2022 - Present
Cambridge Investment Research Advisors, Inc. (Clovis CA)
AL
07/16/2012 - 12/31/2017
PROEQUITIES, INC. (BIRMINGHAM AL)
NY
06/09/2011 - 09/15/2011
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
06/03/1996 - 06/01/2011
PROEQUITIES, INC. (CLOVIS CA)
NY
03/05/1990 - 05/29/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 12/13/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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