Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Albertson is an Investment Advisor Representative. Michael is registered with Secure Asset Management, LLC. He currently holds a Series 65 registration. He is also licensed to sell insurance and annuities. Michael has been in the financial services industry for over 20 years. He specializes in financial planning, portfolio management for individuals, and selection of other advisors. Michael is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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.
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.
Solicitor for 3rd party money managers
1
2
IN
10/15/2018 - Present
Secure Asset Management, LLC (Fort Wayne IN)
IA
Issued 10/15/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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