Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Christian Richard is a financial professional with over 9 years of experience in the industry. Michael is currently registered with Bankers Life Advisory Services, Inc. and is licensed in several states. Michael has experience providing retirement solutions by way of insurance and investments.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
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2
FL
05/12/2017 - Present
Bankers Life Advisory Services, Inc. (Sarasota FL)
FL
06/21/2014 - 05/26/2016
PROEQUITIES, INC. (SARASOTA FL)
BOTH
Issued 04/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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