Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael C. Smith is a financial advisor with over 10 years of experience in the industry. Michael is currently registered with Lincoln Investment and Capital Analysts. Michael's background includes experience with Horace Mann Investors, Inc. Michael is a registered representative and investment advisor representative in the state of Florida and holds several industry licenses including Series 6, 7, 63, and 65. Michael also holds a Series SIE exam certification. Michael provides a range of financial services including financial planning, portfolio management, and investment advice. Michael has expertise working with high net worth individuals, individuals other than high net worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/23/2022 - Present
Lincoln Investment (Land O Lakes FL)
FL
09/24/2012 - 06/13/2022
HORACE MANN INVESTORS, INC. (Land o Lakes FL)
IA
Issued 04/26/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Smith is the right advisor for you? Invested Better is here to help.
