Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Leland Barratt is an investment advisor representative in Urbandale, Iowa. Michael has over 20 years of experience in the financial services industry. Michael is registered with Avantax Planning Partners, Inc. Michael also previously worked at Charles Schwab & Co., Inc. and Financial Network Investment Corporation. Michael is a Series 6, 7, 63, and 65 licensed advisor with a SIE designation. Michael specializes in providing financial planning and investment advice to individuals, businesses, and charitable organizations.
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.
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2
IA
03/10/2021 - Present
Avantax Planning Partners, Inc. (Urbandale IA)
IA
04/04/2008 - 03/16/2021
CHARLES SCHWAB & CO., INC. (West Des Moines IA)
IA
07/25/2005 - 04/03/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (WEST DES MOINES IA)
MI
07/13/2000 - 07/25/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 09/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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