Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Picard is an investment advisor representative with Valic Financial Advisors, Inc., a firm that provides investment advisory and financial planning services. Michael has been in the industry since 2018 and holds Series 7, SIE and Series 66 licenses. Michael has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael is registered with the state of Arizona, California, Connecticut, Florida, Illinois, Indiana, Michigan, Missouri, Ohio, Texas and Wisconsin.
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.
Recommend wrap accounts to clients
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
IL
08/26/2020 - Present
Valic Financial Advisors, Inc. (MOKENA IL)
IL
08/21/2018 - 12/06/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLAND PARK IL)
BOTH
Issued 09/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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