Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael J Walsh is a financial professional with over 15 years of experience in the industry. Michael is currently registered with Frost Investment Services and has been with the firm since March 2019. Previously, Michael worked with SunTrust Investment Services, Inc. and Chase Investment Services Corp. Michael specializes in financial planning, portfolio management for individuals and portfolio management for businesses. Michael holds Series 6, 7, 63 and 65 securities licenses. Michael has a history of working with clients of all types, including individuals, corporations, and charitable organizations. Michael holds a history of providing financial advice to high-net-worth individuals and corporations. Michael is committed to providing his clients with the highest level of service and personalized financial advice.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
01/27/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
GA
08/17/2015 - 02/04/2019
SUNTRUST INVESTMENT SERVICES, INC. (CUMMING GA)
IL
08/20/2008 - 04/22/2010
CHASE INVESTMENT SERVICES CORP. (RIVERWOODS IL)
IA
Issued 12/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Walsh is the right advisor for you? Invested Better is here to help.
