Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael William Cirard is a registered investment advisor representative associated with Bestvest Investments, Ltd. Michael has been in the securities industry since April 2012, working previously for Raymond James Financial Services, Inc., J.P. Morgan Securities LLC, and First Investors Corporation. Michael has a broad range of experience and holds several licenses, including Series 6, 7, 24, 52, 53, 57TO, 63, 65, 99TO, and the SIE. He is registered with the state of Pennsylvania as an investment advisor representative. Michael is a member of FINRA.
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.
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.
1
2
PA
09/08/2014 - Present
Bestvest Investments, Ltd. (MEDIA PA)
DE
04/08/2014 - 08/25/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (WILMINGTON DE)
DE
02/11/2013 - 04/29/2014
J.P. MORGAN SECURITIES LLC (NEWARK DE)
PA
11/16/2010 - 10/03/2011
FIRST INVESTORS CORPORATION (PHILADELPHIA PA)
IA
Issued 06/06/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2017
Series 4 - Registered Options Principal Examination
BC
Issued 09/02/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/07/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/20/2019
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 02/08/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Cirard is the right advisor for you? Invested Better is here to help.
