Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Broadhurst is a financial advisor at Heritage Wealth Management Group, Ltd. located in Norfolk, Virginia. He is also a member of the Rotary Club of Portsmouth and holds a Certified Financial Planner designation. Michael's expertise includes financial planning, portfolio management for individuals and a specialization in investments for individuals.
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.
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.
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VA
07/11/2020 - Present
Heritage Wealth Management Group, Ltd. (NORFOLK VA)
VA
09/25/2002 - 03/27/2003
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
MN
02/26/1987 - 09/03/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/26/1987 - 09/03/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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