Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Vereen is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Michael has over 23 years of experience in the financial services industry. Michael is licensed in several states, including Florida, Georgia, Illinois, Missouri, Nevada, North Carolina, Oklahoma, Tennessee, and Texas. Michael is a member of the 1999 Club and Marketlife Ministries. Michael Vereen is committed to providing his clients with the highest level of service 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TN
02/03/2020 - Present
Cambridge Investment Research Advisors, Inc. (Chatanooga TN)
TN
10/20/2009 - 02/05/2020
MML INVESTORS SERVICES, LLC (Chattanooga TN)
TN
01/23/2009 - 09/22/2009
LPL FINANCIAL CORPORATION (CHATTANOOGA TN)
TN
05/21/2002 - 03/10/2009
MML INVESTORS SERVICES, INC. (CHATTANOOGA TN)
WI
07/14/1999 - 04/16/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
07/14/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 05/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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