Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Shawn Leist is an Investment Advisor Representative at CIBC Private Wealth Advisors, Inc. with over 11 years of experience in the financial industry. Michael is registered in California, Illinois and Indiana. Michael has been with CIBC Private Wealth Advisors, Inc. since October 2017. Before that, Michael worked at GENEVA ADVISORS, LLC. and MORGAN STANLEY. Michael specializes in working with high net worth individuals, corporations, investment companies, pension and profit sharing plans, and charitable organizations. Michael has a Series 7, Series 66 and SIE license.
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.
1
2
IL
02/15/2023 - Present
Cibc Private Wealth Advisors, Inc. (Chicago IL)
IL
12/03/2014 - 10/31/2017
GNV ADVISORS, LLC (Chicago IL)
IL
04/14/2012 - 08/12/2014
MORGAN STANLEY (CHICAGO IL)
BOTH
Issued 05/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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