Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Smith Tucker is a financial advisor based in Stephenville, TX. Michael has been working in the financial services industry since 1997, and has experience with a variety of firms including Fidelity Brokerage Services LLC, ING Financial Partners, Inc., and ProEquities, Inc. Michael is currently registered as an Investment Advisor Representative with Simplicity Wealth. Michael specializes in providing financial planning, portfolio management, and educational seminars. He is also licensed to sell insurance.
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.
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.
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2
NJ
12/11/2023 - Present
Simplicity Wealth (SUMMIT NJ)
CO
02/22/2018 - 08/20/2018
THE LEADERS GROUP, INC. (LITTLETON CO)
TX
09/22/2006 - 06/17/2016
PROEQUITIES, INC. (FORT WORTH TX)
TX
01/13/2006 - 10/04/2006
ING FINANCIAL PARTNERS, INC. (FT WORTH TX)
GA
09/29/2003 - 01/13/2006
RESOURCE HORIZONS GROUP LLC (MARIETTA GA)
RI
09/17/1999 - 07/16/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
02/18/1998 - 12/11/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
11/06/1997 - 01/30/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 06/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 12/20/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/11/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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