Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Diephouse is an investment advisor representative at Beacon Pointe Advisors, LLC, with over 20 years of experience in the financial services industry. Michael is registered to provide investment advisory services in California. Michael also holds Series 7 and Series 66 licenses. Previously, Michael was employed at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, Chase Investment Services Corp., Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. Michael has a diverse background and specializes in a wide range of investment advisory services. Michael also has a role with Beacon Pointe Insurance Services, LLC, where he provides insurance services.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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2
CA
10/04/2023 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
NY
11/16/2011 - 08/23/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
CA
04/06/2010 - 09/07/2010
CHASE INVESTMENT SERVICES CORP. (SAN CLEMENTE CA)
CA
05/29/2008 - 03/17/2010
CHARLES SCHWAB & CO., INC. (ANAHEIM CA)
CA
12/18/2001 - 03/18/2008
FIDELITY BROKERAGE SERVICES LLC (MISSION VIEJO CA)
BOTH
Issued 02/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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