Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Walbridge is a financial advisor with Cambridge Investment Research Advisors, Inc. Michael has been in the industry since 2013 and is registered in Texas and Virginia. Michael has experience with a variety of firms, including Morgan Stanley, PNC Investments, and JP Morgan Securities.
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
VA
10/25/2023 - Present
Cambridge Investment Research Advisors, Inc. (Virginia Beach VA)
VA
09/24/2019 - 10/26/2023
MML INVESTORS SERVICES, LLC (VIRGINIA BEACH VA)
IL
11/13/2018 - 09/25/2019
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
02/07/2017 - 10/30/2018
PNC INVESTMENTS (CHICAGO IL)
IL
08/21/2013 - 01/25/2017
MORGAN STANLEY (CHICAGO IL)
BOTH
Issued 10/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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