Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anderson is an investment advisor representative with The L. Warner Companies, Inc. located in Beverly Hills, CA. Michael has been working in the financial industry since 1998. Michael is registered with the state of California as an investment advisor representative. Michael is also registered with the state of Indiana, Iowa, New York and South Carolina as a broker-dealer representative. Michael has a Series 6, 7, 24, 63 and 66 license. Michael has experience working with individual clients, corporations and charitable organizations.
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.
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.
Business consulting and plan administration services
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.
1
2
MD
01/24/2022 - Present
THE L. Warner Companies, Inc. (TIMONIUM MD)
CA
01/29/2018 - 10/18/2022
FOUR POINTS CAPITAL PARTNERS LLC (Beverly Hills CA)
CA
08/31/2016 - 01/25/2018
NIAGARA INTERNATIONAL CAPITAL LIMITED (Beverly Hills CA)
CA
05/07/2004 - 08/18/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (BEVERLY HILLS CA)
CA
10/20/1998 - 06/09/2004
S. L. REED & COMPANY (LOS ANGELES CA)
NA
06/07/1991 - 01/30/1992
HUNTINGTON INVESTMENTS, INC.
BOTH
Issued 10/26/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/05/1991
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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