Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Daly is a financial advisor with First Command Advisory Services and has over 17 years of experience in the financial services industry. Michael holds both Series 63 and Series 65 licenses and is registered in 44 states. Michael is also a registered representative of First Command Financial Services, Inc. and has experience in financial planning and portfolio management for individuals. Michael specializes in helping clients plan for retirement and their financial future.
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.
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.
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2
TX
12/15/2015 - Present
First Command Advisory Services (FORT WORTH TX)
IA
Issued 10/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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