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 Smith is a financial advisor based in Austin, Texas. Michael has been working in the financial industry for over 15 years and has a broad range of experience in providing financial advice to individuals, families, businesses, and institutions. Michael is registered with CIBC Private Wealth Advisors, Inc. Prior to joining CIBC Private Wealth Advisors, Inc., Michael worked for Raymond James Financial Services, Inc., and Quasar Distributors, LLC. Michael has a wide range of financial knowledge and expertise.
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.
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.
Index provider
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
04/28/2023 - Present
Cibc Private Wealth Advisors, Inc. (Austin TX)
TX
05/14/2015 - 07/09/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (Dallas TX)
ME
06/15/2005 - 08/31/2009
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
IA
Issued 08/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/13/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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