Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ryan Chavez is a financial advisor at Edward Jones. Michael has been working in the financial industry since 2006, providing financial advice and services to a variety of clients, including individuals, families, businesses, and retirement plans. Michael has experience with both investment and insurance products, including mutual funds, stocks, bonds, and annuities. Michael is registered with FINRA and the state of Texas.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
02/21/2020 - Present
Edward Jones (Fort Worth TX)
TX
04/02/2018 - 10/29/2019
WELLS FARGO CLEARING SERVICES, LLC (DALLAS TX)
FL
06/25/2015 - 05/22/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TAMPA FL)
MO
08/26/2008 - 06/09/2015
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
01/05/2006 - 08/01/2008
WFG INVESTMENTS, INC. (ST. LOUIS MO)
IA
Issued 04/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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