Unclaimed
Michael Isaac is an Investment Advisor Representative with Stadion Money Management, LLC. Michael has been in the industry since 1999 and is licensed in Georgia. Michael has passed the Series 6, 7, 24, 63 and 66 exams. Michael specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Previously, Michael worked for ALPS Distributors, Inc. and J.P. Turner & Company, L.L.C. Michael is registered as an Investment Advisor Representative in Georgia.
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.
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.
A percentage of the total value of assets under management is charged.
Minimum account fees in conjunction with asset-based fees
1
2
GA
08/04/2010 - Present
Stadion Money Management, LLC (WATKINSVILLE GA)
GA
06/06/2013 - 12/31/2020
ALPS DISTRIBUTORS, INC. (WATKINSVILLE GA)
GA
07/12/2006 - 04/26/2010
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
NJ
08/14/1999 - 10/18/1999
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 09/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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