Unclaimed
Michael Gilliam is a financial advisor with Ameritas Advisory Services, LLC. Michael has been in the industry since 1991 and has a Series 6, Series 63, and Series 65 license. Michael has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Michael is dedicated to helping his clients achieve their financial goals and provides a wide range of financial services, including financial planning, retirement planning, investment management, and insurance. In addition to working with Ameritas Advisory Services, LLC, Michael has also held positions with Carillon Investments, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and Northwestern Mutual Investment Services, Inc. Michael's extensive experience and knowledge make him a valuable resource for clients seeking financial guidance.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MO
11/01/2021 - Present
Ameritas Advisory Services, LLC (CHESTERFIELD MO)
MO
12/24/1997 - 06/30/2006
CARILLON INVESTMENTS, INC. (CHESTERFIELD MO)
MA
10/30/1991 - 10/07/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/30/1991 - 10/07/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
WI
05/20/1991 - 07/11/1991
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
IA
Issued 12/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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