Unclaimed
Michael Hyat is a financial advisor with Independent Financial Group, LLC. He has been in the financial services industry for over 30 years and has been registered with the SEC since 1997. Michael has a wide range of experience and expertise in financial planning, portfolio management, and investment advisory services. He holds the Series 7, 24, and 63 licenses as well as the SIE and Series 65 licenses. He also is a Certified Financial Planner. Michael is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. His clients include individuals, families, businesses, and charitable organizations. Michael is dedicated to providing his clients with the highest level of service and integrity.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
10/21/2005 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
AZ
06/30/1999 - 09/03/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NY
09/19/1997 - 07/12/1999
NUTMEG SECURITIES, LTD. (NEW YORK NY)
SC
04/21/1992 - 08/28/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
10/19/1988 - 04/27/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/19/1988 - 04/27/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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