Unclaimed
Michael Andrew Hanlein is an Investment Advisor Representative at Alexander Investment Services Co. Michael has been in the industry since 2016 and holds licenses in Indiana and Kentucky. Michael has a diverse range of experience in providing financial advice, including portfolio management for individuals and businesses, pension consulting and financial planning. Michael holds licenses in Indiana and Kentucky, as well as several professional designations. Michael is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
KY
07/27/2017 - Present
Alexander Investment Services Co. (LOUISVILLE KY)
BOTH
Issued 07/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/09/2019
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/03/2018
Series 24 - General Securities Principal Examination
BC
Issued 07/17/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Hanlein is the right advisor for you? Invested Better is here to help.