Unclaimed Profile

Michael Fine

MONARCH PLAN ADVISORS·SIMI VALLEY, California

SIE, Series 6, Series 63, Series 65CFPClean record12 years registeredMONARCH PLAN ADVISORS

3355 COCHRAN STREET, SIMI VALLEY, CA 93065CRD# 6183402Firm CRD# 286612

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Fine · SIMI VALLEY, CA

Registration

CRD #6183402 · MONARCH PLAN ADVISORS · 12 years registered

Brand Profile

Not yet started

Career History

MONARCH PLAN ADVISORS

Sep 2017 – present

3(38) INVESTMENT FIDUCIARIES

Oct 2018 – May 2026

SIMI VALLEY, CA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Aug 2014 – Dec 2017

Simi Valley, CA

FINANCIAL TELESIS, INC.

Oct 2013 – Aug 2014

WESTLAKE VILLAGE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · October 22, 2013

Years registered · 12

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONARCH PLAN ADVISORS

CRD 286612 · SEC 801-111651

Employees

Total firm employees

Services offered by MONARCH PLAN ADVISORS

Per Form ADV

Publication of periodicals/newsletters

View all advisors at MONARCH PLAN ADVISORS →

Introduction

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Frequently Asked Questions

What services does Michael Fine offer?

Michael Fine is a registered financial advisor in SIMI VALLEY, California. Contact their office for details on services offered.

What are Michael Fine's credentials?

Michael Fine holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Fine located?

Michael Fine is based in SIMI VALLEY, California, working with MONARCH PLAN ADVISORS. Their office serves clients in the SIMI VALLEY metropolitan area and surrounding communities.

How does Michael Fine charge for services?

Michael Fine's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONARCH PLAN ADVISORS?

MONARCH PLAN ADVISORS has approximately 12 employees. The firm is registered with the SEC as an investment adviser.

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