Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Isaac is an investment advisor with Innovation Partners LLC, headquartered in Charlotte, NC. Michael has been in the industry since 1993. Michael holds the Series 6, Series 63, and SIE licenses. Michael specializes in retirement planning, financial planning and portfolio management for businesses and individuals. Michael previously worked at Investors Capital Corp., Girard Securities, Inc., Jesup & Lamont Securities Corp, MML Investors Services, Inc., The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, and Mutual of Omaha Investor Services, Inc.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
11/12/2015 - Present
Innovation Partners LLC (CHARLOTTE NC)
MA
01/15/2009 - 11/12/2015
INVESTORS CAPITAL CORP. (SHREWSBURY MA)
MA
07/14/2008 - 10/14/2008
GIRARD SECURITIES, INC. (SHREWSBURY MA)
MA
05/18/2006 - 07/02/2008
JESUP & LAMONT SECURITIES CORP (WORCESTER MA)
MA
09/29/2000 - 04/28/2006
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IN
04/20/1994 - 10/31/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/20/1994 - 10/31/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NE
11/24/1992 - 02/18/1994
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 11/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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