Michael Saenz (CRD# 7678142) is an Investment Advisor Representative working at Stirlingshire Investments in Houston, TX and has 1 year of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stirlingshire Investments | Nyc, NY | Dec 2023 - Current | < 1 |
| Vopak | Houston, TX | Apr 2023 - Current | 1 |
| United Planners | Scottsdale, AZ | Dec 2022 - Dec 2023 | 1 |
| Musket Corp | Houston, TX | Feb 2022 - Mar 2023 | 1 |
| Unemployed | Houston, TX | Jan 2023 - Jan 2023 | < 1 |
| Student | Houston, TX | Aug 2021 - Dec 2022 | 1 |
| Unemployed | Houston, TX | Jan 2021 - Jul 2021 | < 1 |
| Student | Houston, TX | Mar 2013 - Dec 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- NY
- TX
-
Total Assets Under Management37MILLIONS
-
Total Number of Accounts97ACCOUNTS
-
Average Account Value$381,009
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, GA, IL, MA, NC, NY, OH, PA, TX
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