Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sztrom is an Investment Advisor Representative at Integrated Advisors Network LLC. Michael has been in the industry since 1998 and has worked at several firms including UBS Financial Services Inc. and Deutsche Bank Securities Inc. Michael has experience providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. Michael is also a registered representative in California, Louisiana, and Pennsylvania.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
04/18/2018 - Present
Integrated Advisors Network LLC (DALLAS TX)
CA
11/18/2010 - 09/03/2015
UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)
CA
04/24/2007 - 12/07/2010
DEUTSCHE BANK SECURITIES INC. (LOS ANGELES CA)
CT
10/09/2002 - 04/24/2007
SECURITIES AMERICA, INC. (SHELTON CT)
MD
07/08/1998 - 10/10/2002
THE ADVISORS GROUP, INC. (BETHESDA MD)
BOTH
Issued 03/02/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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