Michael Seely (CRD# 3094488) is an Investment Advisor Representative working at Madrona Financial & Cpas in Everett, WA and has over 25 years of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Madrona Financial Services, LLC | Everett, WA | Oct 2020 - Current | 3 |
Purshe Kaplan Sterling Investments | Albany, NY | Oct 2020 - Jan 2023 | 2 |
Cetera Investment Advisers LLC | Mountain Terrace, WA | Jan 2014 - Oct 2020 | 6 |
Cetera Investment Services | Saint Cloud, MN | Feb 2013 - Oct 2020 | 7 |
Homestreet Bank | Lynwood, WA | Feb 2013 - Jan 2020 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1998 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2004 |
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- WA
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Total Assets Under Management393MILLIONS
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Total Number of Accounts1,543ACCOUNTS
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Average Account Value$254,688
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, ID, NC, NE, OR, TX, UT, WA
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