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 Smith is a registered investment advisor representative. Michael is associated with AssuredPartners Investment Advisers, LLC and has been in the industry since September 2011. Michael David Smith has a Series 65 license. Michael David Smith has experience in providing financial planning services. Michael David Smith is registered to offer investment advisory services 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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Referrals to unaffiliated investment advisers, college planning
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.
Compensation related to referrals
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GA
06/21/2024 - Present
Assuredpartners Investment Advisors (Atlanta GA)
IA
Issued 12/27/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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