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Investors have more responsibility than ever for achieving their financial goals. The Investor Guide was written to help investors beginning and more experienced precisely understand these topics. And if you decide to seek a financial adviser, the Investor Guide will help you ask the right questions and the necessary research to increase your chances of finding a financial professional you can trust.
Understanding Your Brokerage Account Statements: The best way to track your brokerage account activity and performance is to carefully review your monthly/quarterly statements. This document provides a detailed “snapshot” of the value of, and the transactions that have occurred in, your account during the statement period.
Information for individuals who are working and trying to find ways to save their money.
The information provided on this
website is not comprehensive, is not offered as legal or investment advice, and
is not a substitute for competent legal or financial counsel. The Securities
Division provides this information to give you an overview of the topics
discussed. You should not rely on the accuracy of this information but should
carefully review all applicable statutes and
regulations with the assistance of legal counsel.
Department of Licensing and Regulatory Affairs (LARA)
Corporations, Securities & Commercial Licensing Bureau (CS&CL)
Securities and Audit Division
Address: PO Box 30018, Lansing, MI 48909
Overnight Mail (FedEx/UPS): 2407 N. Grand River Ave, Lansing, MI 48906
Phone: (517) 335-5237
Fax: (517) 763-0039