Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Bolar is a financial advisor with Stoker Ostler, A Part OF BMO Financial Group. Michael is based in Scottsdale, Arizona and has been in the financial services industry since 1987. Michael holds the Series 63, Series 65 and Series 7 licenses. Michael is also a Certified Financial Planner and Chartered Financial Analyst. Michael specializes in providing financial planning, portfolio management for individuals and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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AZ
07/16/2003 - Present
Stoker Ostler, A Part OF BMO Financial Group (SCOTTSDALE AZ)
NA
11/04/1987 - 04/22/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 07/30/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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