Unclaimed
Michael Bullick is a financial advisor at Edward Jones. Michael has been in the financial services industry since March 25, 2014, and is registered with the state of Indiana. Michael is also registered as a registered representative with FINRA and as an investment advisor representative with the state of Texas. Michael has Series 6, 7, 63, and 66 securities licenses. Michael also holds the Securities Industry Essentials Examination license. Michael has previous experience with Raymond James Financial Services and Horace Mann Investors.
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.
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.
See schedule d - miscellaneous
1
2
IN
05/22/2024 - Present
Edward Jones (Tipton IN)
IN
03/18/2015 - 10/29/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (Kokomo IN)
IN
08/20/2014 - 09/03/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (KOKOMO IN)
IN
01/01/2013 - 12/31/2013
HORACE MANN INVESTORS INC (TIPTON IN)
BOTH
Issued 07/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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