Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Louis Perkins is a financial advisor registered with Stonex Advisors Inc. based in Birmingham, Alabama. Michael is a licensed securities professional with over 20 years of experience in the financial services industry. Michael's current registrations include Series 63 and Series 7 licenses. Prior to joining Stonex Advisors Inc., Michael was previously employed by Cambridge Investment Research, Inc. and MML Investors Services, Inc. Michael specializes in providing financial consulting services, financial planning, pension consulting, educational seminars, and selection of other advisors. Michael is also an independent insurance agent for various independent insurance companies.
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.
Financial consulting services
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
03/30/2015 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
OH
11/05/2010 - 04/06/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (CINCINNATI OH)
OH
05/15/2002 - 11/12/2010
MML INVESTORS SERVICES, INC. (CINCINNATI OH)
IN
10/26/1999 - 05/09/2002
EBH SECURITIES, INC. (INDIANAPOLIS IN)
BC
Issued 10/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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