Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Rolland Robieson is an investment advisor representative who has been in the industry since 1997. Michael is currently registered with Cambridge Investment Research Advisors, Inc. and has been registered with this firm since 2009. Prior to joining Cambridge Investment Research Advisors, Inc. Michael worked for Jefferson Pilot Securities Corporation and Foresters Equity Services, Inc. Michael is licensed in Colorado, Florida, Georgia, Virginia, and Wyoming. Michael specializes in providing financial planning, pension consulting, educational seminars, and market timing services. Michael also offers portfolio management services for 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
GA
03/25/2009 - Present
Cambridge Investment Research Advisors, Inc. (OCILLA GA)
GA
04/09/2000 - 10/22/2007
JEFFERSON PILOT SECURITIES CORPORATION (SMYRNA GA)
CA
06/09/1997 - 01/31/2000
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
IA
Issued 10/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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