Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Allen Freeman is a financial advisor with over 29 years of experience in the industry. Michael has worked with SPC since 2002 and also held positions at Walnut Street Securities, Inc. and Fortis Investors, Inc. Michael holds the Series 6, 7, 63 and 65 licenses and is registered to provide financial advice in multiple states. Michael specializes in providing financial planning and investment advice to individuals, businesses, pension and profit-sharing plans and charitable organizations. Michael also provides financial education through seminars and consultations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation services
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.
Seminar attendance fees
1
2
MI
05/09/2006 - Present
SPC (ANN ARBOR MI)
CA
01/10/1997 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MN
04/09/1994 - 01/24/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
MD
03/16/1993 - 01/14/1997
BANNER FINANCIAL SERVICES GROUP (ROCKVILLE MD)
IA
Issued 01/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1994
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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