Unclaimed
Michael Guilsher is a financial advisor who has been in the industry since 1983. Michael is currently registered with Meld Financial, Inc. and is a registered representative in Alabama and Texas. Michael previously worked with TRIAD ADVISORS LLC, NBC SECURITIES, INC., SIGNET FINANCIAL SERVICES,INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Michael is a Series 63, 24, 7 and SIE licensed financial advisor. Michael's expertise includes financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Social security and medicare consulting, individual consulting and financial wellness educational 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.
1
2
AL
11/02/2017 - Present
Meld Financial, Inc. (BIRMINGHAM AL)
AL
03/04/2014 - 10/06/2022
TRIAD ADVISORS LLC (BIRMINGHAM AL)
AL
06/20/1997 - 03/06/2014
NBC SECURITIES, INC. (BIRMINGHAM AL)
NC
01/03/1991 - 09/06/1995
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
NY
07/20/1983 - 07/13/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/02/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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