Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Boatman is a financial advisor with Level Four Financial, LLC, based in Palm Beach Gardens, FL. Michael has been in the industry since April 2004. Michael is currently registered with FINRA and the State of Florida. Michael holds a Series 6 and Series 65 license. Previously, Michael has also worked with THE LEADERS GROUP, INC., SECURITIES AMERICA, INC., INVESTACORP, INC., NFP ADVISOR SERVICES, LLC, and SUNTRUST INVESTMENT SERVICES, INC.
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.
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2
FL
01/03/2024 - Present
Level Four Financial, LLC (PALM BEACH GARDENS FL)
CO
04/13/2022 - 01/05/2024
THE LEADERS GROUP, INC. (LITTLETON CO)
FL
07/17/2020 - 02/25/2022
SECURITIES AMERICA, INC. (FORT LAUDERDALE FL)
FL
06/03/2016 - 07/17/2020
INVESTACORP, INC. (FORT LAUDERDALE FL)
GA
02/01/2012 - 12/31/2015
NFP ADVISOR SERVICES, LLC (ATLANTA GA)
CO
02/10/2010 - 02/02/2012
THE LEADERS GROUP, INC. (LITTLETON CO)
FL
05/17/2004 - 02/02/2010
SUNTRUST INVESTMENT SERVICES, INC. (FORT LAUDERDALE FL)
WI
09/11/2003 - 05/11/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 12/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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