Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Balkin is a financial advisor with over 25 years of experience in the financial services industry. Michael is currently registered with Uhlmann Price Securities, LLC and holds a Series 7, 24, 63 and 66 securities licenses. He is also a registered representative in California, Florida, Illinois and New York. Michael's previous experience includes positions at William Blair & Company L.L.C. and William Blair. Michael's expertise includes investment advisory services, financial planning and retirement planning.
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.
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.
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2
IL
10/14/2022 - Present
Uhlmann Price Securities, LLC (SKOKIE IL)
IL
09/12/2008 - 12/31/2020
WILLIAM BLAIR (CHICAGO IL)
IL
01/31/1991 - 04/21/2005
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
BOTH
Issued 02/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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