Unclaimed
Michael Talley is a financial advisor with Cambridge Investment Research Advisors, Inc. Michael has been in the financial services industry since 1983. Michael is registered to provide investment advice in Alabama, Florida, Louisiana, and North Carolina. Michael is also a registered representative of Cambridge Investment Research, Inc., and is licensed to sell securities in those states. Michael can provide investment advice and securities brokerage services to individual investors, families, businesses, and retirement plans. Michael is a dedicated professional who is committed to providing his clients with personalized financial advice and guidance.
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
FL
04/08/2005 - Present
Cambridge Investment Research Advisors, Inc. (Panama City Beach FL)
TX
10/14/1993 - 01/11/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
11/02/1990 - 11/13/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
05/14/1990 - 11/20/1990
INVESTACORP, INC. (MIAMI FL)
NY
03/10/1989 - 05/24/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
04/11/1988 - 03/30/1989
SHEARSON LEHMAN HUTTON INC.
NA
05/20/1982 - 04/11/1988
E. F. HUTTON & COMPANY INC
BC
Issued 08/04/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/10/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1986
Series 3 - National Commodity Futures Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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