Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lawrence Smith is a financial advisor with First Horizon Advisors, Inc. Michael has been in the financial services industry since 1994 and has experience working with clients in a variety of financial situations. Michael is registered with the state of Alabama and holds the Series 7, 63, 50 and 65 licenses. Michael is able to offer financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and other entities. Michael's past experience includes positions with Southtrust Securities, LLC, UBS PaineWebber Inc., Robert W. Baird & Co. Incorporated, J.C. Bradford & Co., Salomon Smith Barney Inc., and Salomon Brothers 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.
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.
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.
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2
AL
10/05/2021 - Present
First Horizon Advisors, Inc. (Birmingham AL)
AL
03/20/2001 - 01/19/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
NJ
08/14/2000 - 10/17/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
WI
09/19/2000 - 11/24/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
11/09/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
12/06/1994 - 12/30/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
11/28/1997 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
IA
Issued 10/05/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 12/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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