Unclaimed
Michael Shoemaker is an insurance and investment advisor with over 17 years of experience in the industry. Michael is currently registered with Bankers Life Advisory Services, Inc. and has been with the firm since May 2016. Michael specializes in providing investment and financial planning advice to individuals, corporations, and retirement plans. Michael holds a Series 7, 63, and 66 license.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
11/23/2016 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
GA
10/21/2010 - 05/26/2016
PROEQUITIES, INC. (ATLANTA GA)
BOTH
Issued 07/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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