Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Baer is an investment advisor representative who has been in the financial services industry for over five years. Michael is registered with Curran Financial Partners, LLC in South Carolina, Georgia, and North Carolina. Michael has experience working with individuals, investment companies, and high net worth individuals. Michael provides financial planning, pension consulting, and portfolio management services. Michael is committed to providing his clients with personalized advice and guidance to help them reach their financial goals. Michael holds Series 6, 63 and 65 securities licenses and is a graduate of Western Southern Life.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
SC
01/01/2025 - Present
Curran Financial Partners, LLC (DANIEL ISLAND SC)
SC
09/18/2017 - 01/29/2018
PRUCO SECURITIES, LLC. (MT. PLEASANT SC)
SC
11/14/2016 - 09/15/2017
W&S BROKERAGE SERVICES, INC. (Daniel Island SC)
IA
Issued 05/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Michael Baer is the right advisor for you? Invested Better is here to help.
