Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael B Haney is a financial advisor with over 40 years of experience in the industry. Michael is a Registered Representative of Gradient Securities, LLC. Michael has held positions at several financial institutions including PlanMember Securities Corporation, Silver Oak Securities, Inc., USA Financial Securities Corporation, and The O.N. Equity Sales Company. Michael also holds the Chartered Financial Consultant designation. Michael is licensed in Kentucky, South Carolina, Ohio, Tennessee, and Florida.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Solicitor fees
1
2
KY
03/18/2024 - Present
Gradient Securities, LLC (Lexington KY)
KY
03/01/2023 - 03/15/2024
SILVER OAK SECURITIES, INCORPORATED (Lexington KY)
KY
10/21/2020 - 03/01/2023
PLANMEMBER SECURITIES CORPORATION (Lexington KY)
KY
06/29/2017 - 10/22/2020
GRADIENT SECURITIES, LLC (Lexington KY)
KY
05/01/2015 - 06/29/2017
USA FINANCIAL SECURITIES CORPORATION (Lexington KY)
KY
03/29/2010 - 05/04/2015
THE O.N. EQUITY SALES COMPANY (LEXINGTON KY)
KY
05/28/2004 - 03/29/2010
THE O.N. EQUITY SALES COMPANY (LEXINGTON KY)
NE
04/04/2002 - 05/17/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IA
05/16/2001 - 04/24/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CA
05/23/2000 - 05/10/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MO
01/18/1999 - 05/22/2000
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
DE
08/27/1996 - 01/14/1999
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
OH
04/20/1993 - 09/05/1996
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
SD
04/08/1992 - 05/07/1993
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
NJ
06/16/1983 - 04/02/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 06/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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