Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stephen Jones has been in the financial services industry since September 17, 1991. Michael Stephen Jones currently works for Cetera Investment Advisers LLC. Michael Stephen Jones is registered as an Investment Advisor Representative (IAR) in Texas and Washington. Previously, Michael Stephen Jones worked for Investors Capital Corp., Nationwide Securities, LLC, 1717 Capital Management Company, MONY Securities Corp., Pruco Securities Corporation, and The Prudential Insurance Company of America. Michael Stephen Jones has passed the following securities exams: Series 63, Series 65, Series 62, SIE, and Series 6. Michael Stephen Jones is currently registered with the following states: Alabama, Arizona, Colorado, Florida, Idaho, Indiana, Kentucky, Mississippi, Montana, Texas, Washington, Wisconsin, and Wyoming. Michael Stephen Jones's specializations include: Fixed Annuities, Variable Annuities, Life Insurance, Disability Insurance, and Long-Term Care Insurance. Michael Stephen Jones is also a 50% owner of Hawes Scuba Accessories, Inc., a real estate investment and property management company. Michael Stephen Jones is also an agent for Financial Services Group, a DBA for insurance sales and annuity sales. Michael Stephen Jones is also a Chef and Owner of FSG LLC DBA Lola's Intl Kitchen.
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.
A percentage of the total value of assets under management is charged.
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2
WA
03/21/2024 - Present
Cetera Investment Advisers LLC (BURLINGTON WA)
WA
07/06/2010 - 10/03/2016
INVESTORS CAPITAL CORP. (BURLINGTON WA)
WA
08/01/2008 - 07/07/2010
NATIONWIDE SECURITIES, LLC (BURLINGTON WA)
WA
04/13/1993 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (BURLINGTON WA)
NY
12/10/1992 - 04/26/1993
MONY SECURITIES CORP. (NEW YORK NY)
NJ
02/13/1991 - 05/06/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/13/1991 - 05/06/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 11/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/5/2018
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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