Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Favorite is a financial advisor with Cambridge Investment Research Advisors, Inc., with over 38 years of experience in the financial services industry. Michael's experience spans multiple firms including Cantella & Co., Inc., Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, and Bateman Eichler, Hill Richards, Incorporated. Michael holds Series 3, 7, 8, 63, and 66 licenses, and the SIE designation. Michael focuses on serving the needs of individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and state or municipal government entities.
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.
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.
Solicitation fees from 3rd party money managers
1
2
CA
12/13/2022 - Present
Cambridge Investment Research Advisors, Inc. (Santa Maria CA)
CA
10/27/2010 - 12/09/2022
CANTELLA & CO., INC. (Santa Maria CA)
CA
01/01/2008 - 10/19/2010
WELLS FARGO ADVISORS, LLC (SANTA MARIA CA)
CA
10/03/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SANTA MARIA CA)
MO
01/26/1996 - 10/04/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
12/16/1994 - 01/24/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
09/04/1990 - 12/21/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
02/10/1984 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
BOTH
Issued 01/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1985
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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