Unclaimed
Michael Leibig is a registered investment advisor representative with Principal Securities, Inc. Michael has been in the securities industry since April 18, 2013, and holds both Series 63 and Series 65 licenses as well as the SIE and Series 7 exams. Michael works with individuals, businesses, corporations, high-net-worth individuals, charitable organizations, and pension and profit sharing plans. Michael focuses on providing financial planning, pension consulting, educational seminars, and portfolio management for individuals. Michael is registered with the state of Georgia and has a resident registration in Texas.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
GA
10/04/2023 - Present
Principal Securities, Inc. (ATLANTA GA)
IA
Issued 10/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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