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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Todd Thayer is an investment advisor representative with Financial Advocates Investment Management. Michael has been in the financial services industry since December 25, 2009. Michael holds FINRA Series 7, 63, and 66 licenses and the SIE exam. Michael has previously been registered with Barclays Capital Inc. and Lehman Brothers Inc. Michael is currently registered in California, Idaho, Oklahoma, Texas, and Washington. Financial Advocates Investment Management is an independent investment advisor firm that provides portfolio management services for individuals and businesses. Michael also provides financial planning services. Financial Advocates Investment Management is registered with the SEC and is also registered in Idaho.
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.
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.
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2
WA
10/26/2018 - Present
Financial Advocates Investment Management (OLYMPIA WA)
CA
09/22/2008 - 02/26/2013
BARCLAYS CAPITAL INC. (SAN FRANCISCO CA)
NY
06/04/2004 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 09/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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