Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Baloy is a financial advisor with Truist Advisory Services, Inc. Michael has been in the securities industry since December 2014. Michael holds the Series 66 and Series 7 securities licenses as well as the SIE exam. Michael is registered with the state of South Carolina. Michael's previous employers include BB&T SECURITIES, LLC, BB&T INVESTMENT SERVICES, INC., and EDWARD JONES. Michael is a financial advisor who has experience in portfolio management for individuals and businesses, as well as providing financial planning services. Michael is also experienced in working with clients in the following states: Alabama, Florida, Georgia, Indiana, Kansas, Louisiana, Mississippi, New York, North Carolina, South Carolina, Tennessee, and Virginia.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
SC
02/17/2021 - Present
Truist Advisory Services, Inc. (GREER SC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
08/04/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (SIMPSONVILLE SC)
SC
12/16/2014 - 07/26/2016
EDWARD JONES (GREENVILLE SC)
BOTH
Issued 01/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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