Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Joel Robertson is a financial advisor with SPC. Michael has been in the financial services industry since 1996. Michael holds the Series 7, Series 63, and SIE licenses. Michael has a total of 11 years of experience in the financial services industry, with 15 years at SPC, and 3 years at SUMMIT BROKERAGE SERVICES, INC. Michael is registered in Alabama, Florida, Georgia, North Carolina, Pennsylvania and Tennessee. Michael is also a Certified Financial Planner. Michael provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
01/15/2004 - Present
SPC (ANN ARBOR MI)
FL
01/28/1998 - 12/05/2003
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
GA
05/24/1996 - 12/22/1997
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
BC
Issued 06/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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