Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Smith has been an active investment advisor representative for over 13 years and is currently registered with Vanderbilt Advisory Services. Michael has a Series 66 license, a Series 7 license, and a SIE license. Michael has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Michael is specialized in providing financial planning, portfolio management for businesses, and portfolio management for individuals. Michael previously worked at FINANCIAL WEST GROUP.
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.
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.
1
2
NH
07/05/2017 - Present
Vanderbilt Advisory Services (Newmarket NH)
NH
05/07/2007 - 07/06/2017
FINANCIAL WEST GROUP (Newmarket NH)
BOTH
Issued 07/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Smith is the right advisor for you? Invested Better is here to help.
