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 Laven is a financial advisor at Canterbury Consulting Inc. Michael has been working in the financial services industry since 1987. Michael is a Series 7, 24, and 63 licensed financial advisor who has worked with many different firms throughout his career. Michael is a Chartered Financial Analyst (CFA) and has a strong history of working with high net worth individuals, charities, and pooled investment vehicles. Michael's work at Canterbury Consulting Inc. requires the firm to manage over $6.6 billion in assets and 4358 accounts. Michael's current firm manages assets for various clients including high net worth individuals, charities, and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
10/16/2009 - Present
Canterbury Consulting Inc. (NEWPORT BEACH CA)
CA
06/30/1995 - 10/24/2013
CANTERBURY CONSULTING INCORPORATED (NEWPORT BEACH CA)
PA
01/29/1992 - 04/19/1995
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
09/19/1989 - 12/31/1991
CIGNA CAPITAL BROKERAGE, INC.
PA
04/29/1987 - 09/11/1989
CIGNA SECURITIES, INC. (RADNOR PA)
BC
Issued 06/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2001
Series 24 - General Securities Principal Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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