Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bird is a financial advisor with over 25 years of experience. Michael is registered with the state of Tennessee and is affiliated with ON Investment Management Co. Michael has a wide range of experience in the financial services industry, with previous experience at THE O.N. EQUITY SALES COMPANY, LPL FINANCIAL LLC, JEFFERSON PILOT SECURITIES CORPORATION and SECURIAN FINANCIAL SERVICES, INC. Michael is also a Certified Financial Planner and a Chartered Financial Consultant. Michael has expertise in a number of areas, including portfolio management for individuals, selection of other advisors, and financial planning. Michael also provides insurance sales through an insurance agency.
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.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
TN
01/02/2019 - Present
ON Investment Management Co. (Blountville TN)
TN
08/27/2013 - 12/31/2018
THE O.N. EQUITY SALES COMPANY (BRISTOL TN)
TN
07/03/2007 - 07/16/2013
LPL FINANCIAL LLC (KINGSPORT TN)
TN
03/14/2002 - 07/06/2007
JEFFERSON PILOT SECURITIES CORPORATION (MEMPHIS TN)
MN
02/07/1997 - 03/26/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BC
Issued 01/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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