Unclaimed
Michael Bayer is a financial professional with over 20 years of experience in the industry. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and is currently registered with MML Investors Services, LLC, in Texas. Michael has also worked for Park Avenue Securities LLC, MetLife Securities Inc., LPL Financial Corporation, and Securian Financial Services, Inc. Michael holds Series 6, 7, 24, 63 and 66 licenses. Michael has a strong background in financial planning, asset allocation, and portfolio management.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
03/25/2017 - Present
MML Investors Services, LLC (Austin TX)
TX
03/06/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (AUSTIN TX)
TX
10/10/2011 - 03/10/2015
PARK AVENUE SECURITIES LLC (AUSTIN TX)
TX
07/19/2011 - 08/17/2011
PRUCO SECURITIES, LLC. (AUSTIN TX)
TX
10/28/2009 - 06/03/2011
METLIFE SECURITIES INC. (AUSTIN TX)
CO
12/19/2008 - 10/05/2009
LPL FINANCIAL CORPORATION (COLORADO SPRINGS CO)
CO
05/22/2007 - 12/23/2008
SECURIAN FINANCIAL SERVICES, INC. (COLORADO SPRINGS CO)
CO
09/16/1996 - 05/10/2007
METLIFE SECURITIES INC. (COLORADO SPRINGS CO)
CO
09/16/1996 - 05/10/2007
METROPOLITAN LIFE INSURANCE COMPANY (COLORADO SPRINGS CO)
BOTH
Issued 4/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 9/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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