Michael Lloyd

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Financial Advisor at Fortem Financial|Scottsdale, Arizona, United States

Position:

Financial Advisor at Fortem Financial

Location:

Scottsdale, Arizona, United States

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Last updated: 2025-12-30
Updated: 2025-12-30

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Work Experience 11 years

Financial Advisor at Fortem Financial

Nov 2023 - Current

Financial Advisor at Morgan Stanley

Nov 2019 - Nov 2023

Investment Specialist at Merrill Edge

Jul 2018 - Nov 2019

Financial Analyst Intern at Roncancio Wealth Management

Feb 2016 - Apr 2018

Construction Developing Intern at Dick Lloyd Custom Homes

May 2015 - Nov 2016

Michael Lloyd started working in 2015, then the employee has changed 4 companies and 3 jobs. On average, Michael Lloyd works for one company for 2 years 3 months.

Education

Major: Finance – Minor: Real Estate ▪ GPA: 3.74 at Arizona State University

Frequently Asked Questions

What is Michael Lloyd's minimum period of employment in the companies?

Michael Lloyd's minimum period of employment in various companies is 1 year 4 months.

What is Michael Lloyd's average duration of employment for different companies?

On average, Michael Lloyd works for one company for 2 years 3 months

What industries has Michael Lloyd worked in?

Michael Lloyd works in the Financial Services.

What positions has Michael Lloyd held before?

Previously, Michael Lloyd worked as a Financial Advisor, and Investment Specialist, and Financial Analyst Intern, and Construction Developing Intern.

How do I contact Michael Lloyd?

Michael Lloyd's phone number is +1-***-***-0797. Sign up to get contact details.

Who is the President/CEO/Director of the Fortem Financial?

The President/CEO/Director of the Fortem Financial is Joseph Romano III

Who are Michael Lloyd's peers at other companies?

Michael Lloyd's peers at other companies are Radhika Behrani and Jatesh Bhalla and mohan ponugoti

Michael Lloyd Namesakes

Name
Company
Position
Michael Lloyd
Freelance
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