Michael Mais (CRD# 1927076) is an Investment Advisor Representative working at Global Portfolio Services LLC in Grand Rapids, MI and has over 33 years of experience in the finance industry.
CRD# 2731310
Ameriprise Financial Services, LLC
CRD# 5983487
Edward Jones
CRD# 6747780
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Portfolios Financial Services Inc. | Holbrook, NY | May 2012 - Current | 11 |
| Regal Investment Advisors LLC | Kentwood, MI | Sep 2011 - Current | 12 |
| Self Employed | Grand Rapids, MI | Jan 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts43ACCOUNTS
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Average Account Value$216,279
- Other
- Portfolio management for individuals and/or small businesses
MI
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