Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McLeod has been in the financial services industry since 1990 and is a registered investment advisor. Michael is also a licensed insurance agent and owns McLeod Insurance and Financial Services, Inc. He is a Series 6, 7, and 63 licensed representative and holds the SIE exam certification. Michael is registered to sell securities in 15 states, including Texas, California, and Montana. He is an active member of MML Investors Services, LLC, a firm that provides a range of investment services including financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MT
12/17/2015 - Present
MML Investors Services, LLC (BOZEMAN MT)
IA
Issued 03/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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