Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Waldridge is a financial professional who has been in the industry for over 28 years. Michael is a registered representative in Kentucky. Michael has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Michael is currently employed at Cerity Partners LLC and specializes in providing financial planning, portfolio management, and retirement planning services. Michael has a strong commitment to helping clients achieve their financial goals. Michael has held previous positions at National Planning Corporation, AssetMark Capital Corporation, Intersecurities, Inc., SEI Investments Distribution Co., and First Investors Corporation. Michael holds the Series 6, Series 7, and Series 63 securities licenses. Michael is also a Chartered Financial Consultant.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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KY
04/25/2023 - Present
Cerity Partners LLC (Louisville KY)
KY
03/17/2008 - 05/31/2013
NATIONAL PLANNING CORPORATION (LOUISVILLE KY)
CA
10/21/2005 - 03/13/2008
ASSETMARK CAPITAL CORPORATION (PLEASANT HILL CA)
FL
06/20/2002 - 09/26/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
PA
10/16/2000 - 02/08/2002
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
FL
06/04/1999 - 08/03/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
03/05/1998 - 06/08/1999
AFSG SECURITIES CORPORATION (CEDAR RAPIDS IA)
FL
04/25/1995 - 01/14/1998
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
NJ
12/15/1994 - 04/18/1995
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 01/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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