Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Micheal? Claim Your ProfileMicheal Brandon Floyd is a financial advisor with over 16 years of experience in the industry. Micheal is currently registered with Cambridge Investment Research Advisors, Inc. and holds the following licenses: Series 7, Series 63, Series 66, and SIE. Micheal has previously been registered with Invest Financial Corporation, Questar Capital Corporation, Southeast Investments, N.C., Inc., and Edward Jones. Micheal's areas of specialization include providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
SC
11/30/2017 - Present
Cambridge Investment Research Advisors, Inc. (Surfside Beach SC)
SC
10/16/2008 - 12/05/2017
INVEST FINANCIAL CORPORATION (SURFSIDE BEACH SC)
SC
09/18/2007 - 10/20/2008
QUESTAR CAPITAL CORPORATION (SURFSIDE BEACH SC)
NC
04/12/2007 - 09/14/2007
SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)
SC
07/27/2006 - 03/21/2007
EDWARD JONES (MYRTLE BEACH SC)
BOTH
Issued 01/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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