Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Blaise Geraty is a financial advisor with over 30 years of experience in the industry. He has worked with various firms in the past, including D.A. Davidson & Co., City Securities Corporation, and Arbor Research & Trading, Inc. Michael is currently registered with Baker Tilly Wealth Management, LLC, where he provides a wide range of advisory services, including investment consulting, financial planning, pension consulting, and portfolio management for individuals and businesses. He is a Series 65, Series 63, and Series 24 licensed professional and holds the SIE and Series 7 designations. Michael focuses on providing his clients with personalized guidance and strategies to help them achieve their financial goals.
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.
Investment consulting
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
IN
12/23/2020 - Present
Baker Tilly Wealth Management, LLC (INDIANAPOLIS IN)
IN
04/22/2015 - 01/17/2019
DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)
CO
02/19/2013 - 07/21/2014
D.A. DAVIDSON & CO. (DENVER CO)
IN
10/01/2001 - 02/19/2013
CITY SECURITIES CORPORATION (INDIANAPOLIS IN)
IL
07/31/1997 - 09/26/2001
ARBOR RESEARCH & TRADING, INC. (LAKE BARRINGTON IL)
IL
06/27/1994 - 07/12/1996
FIRST CHICAGO CAPITAL MARKETS, INC. (CHICAGO IL)
MO
05/24/1993 - 06/02/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
IL
06/05/1990 - 05/28/1993
CLAYTON BROWN & ASSOCIATES, INC. (CHICAGO IL)
NA
02/16/1990 - 03/15/1990
QUADREX SECURITIES CORPORATION
IL
07/11/1989 - 01/30/1990
CLAYTON BROWN & ASSOCIATES, INC. (CHICAGO IL)
NA
08/03/1987 - 06/05/1989
BLUNT ELLIS & LOEWI INCORPORATED
NA
04/25/1986 - 08/10/1987
STIFEL, NICOLAUS & COMPANY, INCORPORATED
IA
Issued 02/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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