Years of Experience
5-20+ Years
BEVERLY HILLS, CA
20 Years Experience
0 Disclosures
ADVISOR BIO
Michael Blood is a financial advisor at Wells Fargo Clearing Services, LLC. Michael has been in the industry since 2004. Michael holds Series 7, Series 66 and SIE licenses and is registered in 48 states and 2 provinces. Michael provides investment consulting services to institutional clients as well as financial planning and portfolio management for individuals and businesses. Previous firms Michael worked for include Morgan Stanley, Barclays Capital Inc. and UBS Financial Services Inc.
SPECIALIZATIONS
Newport Beach, CA
6 Years Experience
0 Disclosures
ADVISOR BIO
Michael J MacKesy is a financial advisor registered with The Ayco Company, LP. Michael has been working in the financial industry since 2018. He is a registered representative in the state of California and holds the Series 6, Series 7, Series 63, Series 66, and SIE licenses. Michael specializes in financial planning, portfolio management, and educational seminars. He has experience working with high-net-worth individuals, families, and businesses.
SPECIALIZATIONS
LOS ALAMITOS, CA
30 Years Experience
0 Disclosures
ADVISOR BIO
Michael James Ray is a financial advisor with over 27 years of experience in the industry. Michael has been registered with LPL Financial LLC since January 2021 and is also registered in the states of Arizona, California, Florida, Missouri, and Texas. Michael previously worked with Avantax Investment Services, Inc. from December 1994 to February 2021. Michael is licensed in both securities and investment advisory, and holds Series 6, 63, and 65 licenses. Michael provides financial planning, portfolio management for businesses and individuals, and other advisory services to individuals and businesses.
SPECIALIZATIONS
Lancaster, CA
19 Years Experience
0 Disclosures
ADVISOR BIO
Michael Gibbons is a financial advisor with LPL Financial LLC. Michael has been in the financial services industry since June 4, 2006. He is registered with the following states: Alaska, Arizona, California, Florida, Idaho, Kentucky, Maine, Missouri, Nevada, North Carolina, Oklahoma, Tennessee, Texas, and Utah. Michael specializes in providing financial advice to individuals, businesses, and other institutions. He is also registered as an Investment Advisor Representative (IAR) in California and Texas.
SPECIALIZATIONS
Sherman Oaks, CA
30 Years Experience
3 Disclosures
ADVISOR BIO
Michael Chan is a financial advisor with over 29 years of experience in the financial services industry. Michael is currently registered with Morgan Stanley and has previously held positions with CITIGROUP GLOBAL MARKETS INC. and PRUDENTIAL SECURITIES INCORPORATED. Michael holds a variety of licenses and certifications, including Series 7, Series 9, Series 10, Series 31, Series 63, and Series 65. Michael specializes in providing financial planning, portfolio management, and investment advice to individuals, families, businesses, and institutional clients. Michael is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
GRANITE BAY, CA
5 Years Experience
0 Disclosures
ADVISOR BIO
Michael Kevin Blair is a financial advisor at Edward Jones. Michael has been in the financial industry since May 2020. Michael specializes in financial planning, pension consulting, and portfolio management. Michael is registered with FINRA and is also registered in 24 states.
SPECIALIZATIONS
IRVINE, CA
0 Disclosures
ADVISOR BIO
Michael Stone is an investment advisor representative who is currently registered with Sunstone Advisors, LLC. Michael has been in the financial services industry since 2005 and has a strong background in portfolio management, financial planning, and investment advisory services. Michael previously worked at Morgan Stanley Smith Barney LLC and Sanford C. Bernstein & Co., LLC. Michael holds the Series 66, Series 7, and Series 31 licenses and has a strong understanding of the financial markets and investment strategies. Michael is committed to providing his clients with personalized investment advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
LOS ANGELES, CA
18 Years Experience
0 Disclosures
ADVISOR BIO
Michael Eav is a financial advisor with UBS Financial Services Inc. based in LOS ANGELES, CA. Michael has been in the financial services industry since December 15, 2006. Michael has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Michael is registered in 37 states and holds the Series 7, Series 66, and SIE licenses. Michael previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
SPECIALIZATIONS
SAN DIEGO, CA
11 Years Experience
0 Disclosures
ADVISOR BIO
Michael Kent is a registered representative with LPL Financial LLC. Michael Kent is a financial professional with over 7 years of experience in the industry. Michael is registered with the state of California and has a Series 7 and Series 66 license. Michael specializes in the following areas: Financial Planning, Retirement Planning, College Savings, Insurance and Estate Planning.
SPECIALIZATIONS
SAN DIEGO, CA
11 Years Experience
0 Disclosures
ADVISOR BIO
Michael Edward Sheehan is a financial advisor with Commonwealth Financial Network. Michael has been in the industry since 2014. Michael Sheehan has been registered with the state of California since 2019. Commonwealth Financial Network is a large firm with a wide range of services, including financial planning, portfolio management, and educational seminars.
SPECIALIZATIONS