Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stein is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with Cambridge Investment Research Advisors, Inc., and has also previously worked with Ohanesian/Lecours, Inc., Signator Investors, Inc., and John Hancock Mutual Life Insurance Company. Michael specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, and portfolio management for businesses and individuals. Michael holds the Series 6, 7, 63 and 65 licenses.
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
MA
12/14/2018 - Present
Cambridge Investment Research Advisors, Inc. (East Longmeadow MA)
MA
08/18/2014 - 12/14/2018
OHANESIAN / LECOURS, INC. (SPRINGFIELD MA)
MA
09/25/1990 - 08/22/2014
SIGNATOR INVESTORS, INC. (AGAWAM MA)
MA
09/25/1990 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 10/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Stein is the right advisor for you? Invested Better is here to help.
