Unclaimed
Michael Healy is a financial advisor with over 20 years of experience in the industry. Michael is a Series 7, 24, 63, and 99TO licensed professional. He is currently registered with Millennium Advisors, LLC, in Charlotte, NC and has previously worked with BANC OF AMERICA SECURITIES LLC. Michael is a registered professional in 8 states including North Carolina, Tennessee, Delaware, Maryland, New York, California, Ohio, and Alabama. He is committed to helping clients achieve their financial goals through a personalized approach.
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.
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.
1
2
NC
02/24/2010 - Present
Millennium Advisors, LLC (CHARLOTTE NC)
NC
08/15/2001 - 11/20/2009
BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)
NY
10/01/1998 - 01/09/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
04/08/1998 - 10/01/1998
BANCAMERICA SECURITIES, INC. (SAN FRANCISCO CA)
BC
Issued 05/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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