Unclaimed
Michael Alba is a financial advisor at Greenleaf Financial Network, LLC. Michael has been in the financial industry for over 20 years and has experience working with high-net-worth individuals and other individuals. Michael is registered with the state of Virginia and has licenses in Maryland, Pennsylvania, and Virginia. Michael is also a Series 24, Series 63, Series 65, and Series 7 licensed advisor.
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.
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.
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
VA
09/20/2016 - Present
Greenleaf Financial Network, LLC (Fairfax VA)
VA
09/08/2004 - 07/18/2016
VSR FINANCIAL SERVICES, INC. (FAIRFAX VA)
MO
08/15/2002 - 09/08/2004
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
NY
01/29/1997 - 07/09/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2003
Series 24 - General Securities Principal Examination
BC
Issued 07/18/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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