Unclaimed
Michael Talley is a Financial Advisor at Stephens. Michael has over 3 years of experience in the financial services industry and holds the Series 63, Series 79TO and SIE licenses. Michael is registered to conduct business in Arkansas and Georgia.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
GA
01/09/2024 - Present
Stephens (ATLANTA GA)
GA
08/17/2020 - 11/16/2023
TRUIST SECURITIES, INC. (ATLANTA GA)
BC
Issued 08/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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