Unclaimed
Michael Francis Shearon is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Accelerate Retirement and holds multiple licenses and certifications including Series 6, 7, 26, 63, and 65. Michael has previously worked with SIGMA FINANCIAL CORPORATION, NFP ADVISOR SERVICES, LLC, ONEAMERICA SECURITIES, INC., UBS FINANCIAL SERVICES INC., AETNA INVESTMENT SERVICES, INC., AMERICAN UNITED LIFE INSURANCE COMPANY, and PEBSCO SECURITIES CORP.. Michael specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Michael is committed to providing personalized financial advice and helping clients reach their financial goals.
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.
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.
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CA
11/12/2024 - Present
Accelerate Retirement (ALISO VIEJO CA)
MI
10/21/2014 - 12/31/2018
SIGMA FINANCIAL CORPORATION (Troy MI)
MI
10/03/2005 - 10/24/2014
NFP ADVISOR SERVICES, LLC (TROY MI)
IN
06/07/2005 - 10/14/2005
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
NJ
08/19/1999 - 04/28/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CT
06/15/1998 - 10/29/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
IN
11/07/1990 - 04/29/1998
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
OH
09/07/1989 - 09/18/1990
PEBSCO SECURITIES CORP. (COLUMBUS OH)
IA
Issued 06/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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