Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Douglas Matlock is an investment advisor representative with Next Financial Group, Inc. Michael Matlock has over 30 years of experience in the financial services industry. Michael Matlock is registered with the state of Alabama as an investment advisor representative. Michael Matlock is also registered with the state of Alabama as a securities agent. Michael Matlock has a Series 7 and Series 63 license. Michael Matlock is a licensed insurance agent. Michael Matlock offers a variety of financial services to individuals and families, including financial planning, investment management, insurance and tax preparation.
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.
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/workshop attendance fees
1
2
AL
03/18/2013 - Present
Next Financial Group, Inc. (GARDENDALE AL)
AL
09/10/2009 - 11/28/2011
SECURITIES AMERICA, INC. (GARDENDALE AL)
AL
06/13/1990 - 09/08/2009
MUTUAL SERVICE CORPORATION (GARDENDALE AL)
GA
04/04/1988 - 06/19/1990
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
01/21/1987 - 04/09/1988
EDWARD D. JONES & CO., L.P.
IA
Issued 03/17/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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