Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ross Smedley is a financial advisor with over 20 years of experience in the industry. Michael currently works at CJW Capital, LLC, a firm specializing in providing financial planning and portfolio management services to individuals, pension plans and high-net-worth individuals. Michael holds the Series 63 and 65 licenses and is registered in Michigan. Prior to joining CJW Capital, LLC, Michael worked at Salomon Smith Barney Inc. and Offroad Capital Markets LLC.
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.
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.
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IL
12/14/2020 - Present
CJW Capital, LLC (CHICAGO IL)
NY
02/13/2002 - 02/21/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MI
10/27/2000 - 01/17/2002
OFFROAD CAPITAL MARKETS LLC (LANSING MI)
IA
Issued 12/14/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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