Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bartlow is a financial advisor with Valic Financial Advisors, Inc. Michael has been in the financial services industry since 1995. Michael is licensed to sell securities in North Carolina, Ohio, Pennsylvania, Tennessee, and Texas. Michael is also a registered investment advisor in North Carolina, Ohio, and Texas. Michael has a Series 7, 8, 63, and 66 license. Michael offers financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
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2
TX
09/23/2014 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
TX
01/08/2010 - 02/04/2010
DIRECT CAPITAL SECURITIES, INC. (AUSTIN TX)
TX
09/29/2005 - 01/12/2010
VERITRUST FINANCIAL, LLC (THE WOODLANDS TX)
ND
03/08/2005 - 10/04/2005
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
TX
08/26/1999 - 02/23/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
05/18/1995 - 01/20/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
11/16/1994 - 05/22/1995
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
TX
01/28/1993 - 09/22/1993
HART SECURITIES, INC. (HOUSTON TX)
BOTH
Issued 04/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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