Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kaplan is a financial advisor who is registered with Truist Securities, Inc. Michael has been in the financial industry for over 5 years. He is a registered representative with Series 7, Series 63, Series 79, and SIE licenses. Michael is currently registered to provide securities services in all 50 states.
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.
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.
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2
GA
05/24/2019 - Present
Truist Securities, Inc. (ATLANTA GA)
BC
Issued 08/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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