Unclaimed
Michael Busch is a financial advisor with over 18 years of experience in the industry. Michael is currently registered with Cfo4life, a firm that specializes in providing financial planning, portfolio management, and cash management solutions to individuals, families, and businesses. Michael has a strong background in investment management and financial planning, and is committed to providing clients with personalized advice and guidance. Michael is a Certified Financial Planner and has earned the Series 66, Series 7, and SIE licenses. Prior to joining Cfo4life, Michael worked for Perryman Securities, Inc. and SWS Financial Services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Cash management solutions
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.
1
2
TX
05/25/2018 - Present
Cfo4life (Richardson TX)
TX
01/02/2004 - 05/03/2018
PERRYMAN SECURITIES, INC. (RICHARDSON TX)
TX
05/24/2000 - 12/31/2003
SWS FINANCIAL SERVICES (DALLAS TX)
BOTH
Issued 05/31/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Busch is the right advisor for you? Invested Better is here to help.