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Market Timing Services Advisors in Houston, Texas
890 Results
Unclaimed

UBS Financial Services Inc.

location

HOUSTON, TX

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Michael William Green is a financial advisor with UBS Financial Services Inc. in Houston, TX. Michael has been in the financial industry for over 23 years and has a strong background in providing investment advice to individuals and families. Michael holds the Series 66, Series 7 and SIE exams. Michael has a broad range of experience working with clients, including individuals, families, businesses, trusts and estates. Michael is committed to providing personalized financial advice that helps his clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc.

location

HOUSTON, TX

experience

21 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Michael Mcrae Dellinger is a financial advisor with UBS Financial Services Inc. Michael has been in the financial industry since 2003 and has a broad range of experience, serving a variety of clients. Michael is a registered investment advisor in Texas and has a Series 3, 7 and 66 licenses. Michael holds a number of licenses in other states as well. In addition to his advisory work with UBS Financial Services Inc., Michael also serves on a number of boards, including the Texas MSF Program Advisory Council, the McCombs MBA Alumni Board, and the Chancellor's Council Executive Committee at the University of Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc.

location

HOUSTON, TX

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael John Pence is an investment advisor representative with UBS Financial Services Inc. in Houston, TX. Michael has over 25 years of experience in the financial industry and is registered to provide investment advice in several states. Michael is a highly experienced financial professional with a broad range of experience in the industry. Michael has held several positions at firms such as Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Chase Investment Services Corp. and American Express Financial Advisors Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

Eagle Strategies LLC | CFC ® (Certifications)

location

HOUSTON, TX

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Michael Aaron Porter is a registered investment advisor representative with Eagle Strategies LLC. Michael has been in the securities industry since January 24, 1996, and has a Series 63, Series 6, and SIE license. Michael is also a Chartered Financial Consultant. Michael is registered to provide investment advisory services in Florida, Louisiana, Mississippi, Texas, and Washington. Eagle Strategies LLC provides financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, and individuals other than high-net-worth.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Ameriprise Financial Services, LLC

location

Houston, TX

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Michael Jon Brown is a financial advisor with Ameriprise Financial Services, LLC. Michael has been in the industry since 2017 and has been a registered representative of Ameriprise Financial Services, LLC since June 14, 2024. Prior to Ameriprise Financial Services, LLC Michael was a registered representative of Cetera Investment Services LLC and Edward Jones. Michael holds the Series 66, Series 7, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc.

location

HOUSTON, TX

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Michael Eugene Smith is a financial advisor registered with UBS Financial Services Inc. Michael has been in the securities industry for over 20 years. He has a variety of licenses, including Series 7, 9, 10, 24, 63, 66, and SIE. Michael has experience working with individual investors, corporations, and institutions. Michael is a published author and is passionate about writing fantasy novels in his spare time.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed
location

HOUSTON, TX

0 Disclosures

ADVISOR BIO

Michael Contant is an investment advisor representative with Mariner Wealth. Michael is a registered investment advisor in Texas. He has a Series 7 and Series 65 license. Michael has worked in the financial industry since 2010, with experience at Midamerica Financial Services, Inc. and Patriot Wealth Management, Inc. Michael specializes in providing financial planning, investment management, and other services to individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Citigroup Global Markets Inc.

location

HOUSTON, TX

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Michael Bustios is a financial professional with over 14 years of experience in the industry. Michael has worked with a variety of firms including J.P. Morgan Securities Inc., HSBC Securities (USA) Inc., Santander Investment Securities Inc., and currently is with Citigroup Global Markets Inc. Michael is a registered representative and investment advisor in all 50 states and holds the Series 63, Series 7, Series 79, and SIE exams. Michael has experience in a variety of financial services, including investment banking, portfolio management, and asset allocation advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc.

location

HOUSTON, TX

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Michael Louis Leiser is a registered representative with UBS Financial Services Inc. Michael has been in the financial services industry since 1983, with a prior registration with Rotan Mosle Inc. Michael holds Series 7, 63, and 66 securities licenses and the SIE exam. Michael is registered in Texas. Michael is currently located at the UBS Financial Services Inc. branch office located at 4400 POST OAK PARKWAY in HOUSTON, TX. The firm manages over $702 billion in client assets.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc.

location

HOUSTON, TX

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Michael Atkins is a registered representative with UBS Financial Services Inc. Michael has been in the industry since November 25, 2013. Michael has offices in Houston, TX.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals

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