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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 Sellman is a financial advisor with Cornerstone Wealth Advisors, Inc., located in Carlsbad, CA. Michael has been working in the financial industry since 2007 and has a diverse background in investment advising. Michael is a Certified Financial Planner and holds several industry licenses, including Series 7, Series 31, and Series 66. Cornerstone Wealth Advisors, Inc. is a registered investment advisor with offices in Carlsbad, CA and Dana Point, CA. The firm provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses.
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.
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.
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
CA
06/01/2020 - Present
Cornerstone Wealth Advisors, Inc. (CARLSBAD CA)
CA
10/28/2010 - 07/18/2012
SECURITIES EQUITY GROUP (ALISO VIEJO CA)
CA
06/01/2009 - 11/10/2010
MORGAN STANLEY SMITH BARNEY (CARLSBAD CA)
CA
10/08/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CARLSBAD CA)
ID
04/05/2007 - 09/26/2008
CITIGROUP GLOBAL MARKETS INC. (BOISE ID)
BOTH
Issued 05/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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