Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Van der velden is a registered Investment Advisor Representative. Michael is currently registered with USI Advisors, Inc., a firm which offers a variety of financial services to businesses, individuals, and institutions. Michael specializes in portfolio management and provides advice to clients on a range of investment products. In addition to his current role at USI Advisors, Inc., Michael has a history of working in the financial services industry, including previous roles at USI Securities, Inc., M Holdings Securities, Inc., Invesmart Securities, LLC, and others.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Seminars and consultations
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.
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2
WA
04/27/2017 - Present
USI Advisors (Seattle WA)
WA
07/12/2018 - 09/04/2018
USI SECURITIES, INC. (Seattle WA)
WA
01/30/2006 - 06/13/2018
M HOLDINGS SECURITIES, INC. (SEATTLE WA)
PA
01/25/2001 - 10/22/2002
INVESMART SECURITIES, LLC (PITTSBURGH PA)
OR
07/02/1998 - 11/30/2000
MCG EQUITIES, LLC (PORTLAND OR)
NA
02/20/1997 - 07/02/1998
SSSH EQUITIES, INC.
WA
04/24/1995 - 02/25/1997
ADMINISTRATIVE SYSTEMS, INC. (SEATTLE WA)
NY
09/26/1986 - 02/27/1991
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 02/06/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1998
Series 24 - General Securities Principal Examination
BC
Issued 09/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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