Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wallace is an Investment Advisor Representative at Financial Services of America Advisors. Michael has been in the financial industry since 1992. Michael has a diverse background in the financial services industry, having worked with firms such as USAllianz Securities, Inc., Independence Capital Company, Inc. and Mariner Financial Services, Inc. Michael is currently licensed in Florida and Michigan. Michael's current employment is with Financial Services of America Advisors in Troy, Michigan. Michael also holds the Series 6, 7, 24, 63, 65 and SIE licenses.
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.
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.
Selection of other advisor fees
1
2
MI
09/01/2017 - Present
Financial Services OF America Advisors (TROY MI)
MI
12/05/2006 - 12/15/2022
INDEPENDENCE CAPITAL CO., INC. (WARREN MI)
MI
11/01/2002 - 09/25/2006
USALLIANZ SECURITIES, INC. (WARREN MI)
AZ
01/01/2002 - 09/26/2002
MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)
IL
08/26/1997 - 01/01/2002
IAC SECURITIES, INC. (TINLEY PARK IL)
FL
06/06/1994 - 08/25/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
FL
06/03/1992 - 12/31/1993
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
IA
Issued 03/04/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Wallace is the right advisor for you? Invested Better is here to help.
