Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Westwick is an investment advisor representative associated with Avantax Advisory Services. Michael has been in the financial services industry since December 2016 and has held prior positions at several firms, including Triad Advisors, Inc., Cambridge Investment Research, Inc., and Capitol View Financial Group, LLC. Michael holds Series 63, 66, 7, and SIE licenses and is registered to provide advisory services in Delaware, District of Columbia, Texas, Virginia, and Washington. Michael is also a registered representative of Avantax Investment Services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
05/22/2019 - Present
Avantax Advisory Services (DALLAS TX)
MD
09/11/2015 - 05/09/2016
TRIAD ADVISORS, INC. (SPARKS MD)
PA
11/18/2014 - 07/21/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (WORMLEYSBURG PA)
BC
Issued 01/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/09/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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