Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mike? Claim Your ProfileMike Goyarts is an investment advisor representative with CS Planning Corp. based in Portland, OR. Mike has been in the industry since 1996. Mike has experience working with high-net-worth individuals and individuals other than high-net-worth individuals. Mike's areas of expertise include financial planning and portfolio management. Mike holds Series 6, 7, 63, and 65 licenses. Mike also holds the SIE designation. Mike's previous firms include United Planners' Financial Services of America A Limited Partner, Pershing Advisor Solutions LLC, Ameritrade, Inc., TD Waterhouse Investor Services, Inc., Charles Schwab & Co., Inc., Pilgrim America Securities, Inc., and Sunamerica Securities, Inc.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
02/10/2022 - Present
CS Planning Corp. (Phoenix AZ)
AZ
10/09/2013 - 12/31/2021
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
AZ
12/14/2005 - 11/11/2011
PERSHING ADVISOR SOLUTIONS LLC (PHOENIX AZ)
NE
11/11/2004 - 01/12/2006
AMERITRADE, INC. (OMAHA NE)
NE
05/13/2004 - 10/19/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
12/07/1999 - 05/18/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CT
09/11/1997 - 10/21/1997
PILGRIM AMERICA SECURITIES, INC. (WINDSOR CT)
AZ
06/18/1996 - 07/30/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 05/31/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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