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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 Jarvis is a financial advisor with over 30 years of experience in the financial industry. Michael has a strong background in providing financial planning and investment management services, both for individuals and businesses. He is registered with Cetera Investment Advisers LLC and holds several licenses including Series 6, 7, 63, and 65. Michael has a proven track record of success in helping clients achieve their financial goals. In addition to his financial advisory work, Michael also offers insurance services through various companies, including life, disability, and long-term care insurance. His past employment includes Girard Securities, Inc., Cetera Advisor Networks LLC and AXA Advisors LLC. Michael's commitment to providing excellent customer service and personalized advice makes him a valuable resource for individuals and families seeking to achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (MCKINNEY TX)
TX
03/09/2009 - 11/01/2017
GIRARD SECURITIES, INC. (MCKINNEY TX)
TX
08/26/1991 - 03/16/2009
AXA ADVISORS, LLC (DALLAS TX)
NY
08/26/1991 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 6/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/1/1998
Series 7 - General Securities Representative Examination
BC
Issued 8/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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