Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Aaron Halberg is a registered representative with Independent Financial Partners. Michael has been in the financial industry since 2024. Michael holds a Series 66, Series 7TO, and a SIE license. Michael has experience working with individuals, high-net-worth individuals, pension and profit sharing plans, corporations, and charitable organizations. Michael's areas of expertise include financial planning, pension consulting, educational seminars, and investment advice. Michael provides non-discretionary investment advice, and offers fixed fees, hourly charges, and a percentage of assets under management for compensation. Michael is registered to offer investment advice in Alabama, Georgia, Montana, North Carolina, and South Carolina.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
GA
01/10/2025 - Present
Independent Financial Partners (Atlanta GA)
BOTH
Issued 07/31/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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