Unclaimed
Michael Jones is a financial advisor with Fisher Investments. Michael is currently registered as an Investment Advisor Representative with the state of Florida and Texas. Michael previously worked with Edward Jones in Humble, TX. Michael has a Series 66, Series 7, and SIE license. Michael specializes in the areas of portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
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.
1
2
FL
06/14/2022 - Present
Fisher Investments (TAMPA FL)
TX
03/02/2020 - 05/12/2022
EDWARD JONES (HUMBLE TX)
BOTH
Issued 05/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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