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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ballard is a financial advisor registered with AE Wealth Management, LLC based in Birmingham, Alabama. Michael has over 30 years of experience in the financial services industry. Michael is a Registered Investment Advisor (RIA) with a Series 6, Series 7, Series 24, and Series 63 licenses. He also holds a SIE exam license. Michael is committed to providing his clients with personalized financial advice and guidance. In addition to his role at AE Wealth Management, LLC, Michael is also the owner of Alliance Wealth Management Group, Inc., which specializes in insurance planning. Michael is a passionate advocate for financial education and serves as a classroom instructor for American Financial Education Alliance.
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.
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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2
AL
10/31/2016 - Present
AE Wealth Management, LLC (Birmingham AL)
AL
12/20/2016 - 02/13/2017
MADISON AVENUE SECURITIES, LLC (Birmingham AL)
AL
05/22/2013 - 10/21/2016
G.F. INVESTMENT SERVICES, LLC (BIRMINGHAM AL)
AL
05/21/1986 - 05/22/2013
PROEQUITIES, INC. (BIRMINGHAM AL)
NA
04/13/1982 - 06/12/1986
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/1986
Series 24 - General Securities Principal Examination
BC
Issued 02/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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