Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Massey is a registered investment advisor with Packerland Brokerage Services, Inc. Michael has been in the financial services industry since October 2004. Michael has a Series 6, Series 26, Series 63 and Series 65 licenses. Michael has been registered with Packerland Brokerage Services, Inc. since September 2023. Previously, Michael was associated with HARBOUR INVESTMENTS, INC. and THE STRATEGIC FINANCIAL ALLIANCE, INC. Michael provides financial planning, pension consulting, and educational seminars services. Michael also provides portfolio management for individuals and selection of other advisors services.
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.
1
2
WI
09/07/2023 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
WI
03/31/2016 - 09/06/2023
HARBOUR INVESTMENTS, INC. (Greenfield WI)
WI
11/05/2010 - 04/13/2016
THE STRATEGIC FINANCIAL ALLIANCE, INC. (GREENFIELD WI)
IL
10/19/2004 - 11/01/2010
WORLD GROUP SECURITIES, INC. (NORTHBROOK IL)
IA
Issued 03/30/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Massey is the right advisor for you? Invested Better is here to help.
