Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Achatz is a financial advisor with over 23 years of experience in the financial services industry. Michael is currently registered with MML Investors Services, LLC, in Maryland and Texas. Michael has a strong track record of providing financial planning and investment management services to individuals, corporations, and retirement plans. Michael has experience in providing investment advice, pension consulting, educational seminars, selection of other advisors, and asset allocation programs. Previous employers include MSI Financial Services, Inc., Metropolitan Life Insurance Company, Charles Schwab & Co., Inc., and Salomon Smith Barney Inc.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MD
11/04/2024 - Present
MML Investors Services, LLC (Columbia MD)
MD
10/31/2003 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELKRIDGE MD)
MD
10/31/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BALTIMORE MD)
TX
12/18/2002 - 06/16/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
09/29/2000 - 11/25/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
05/13/1999 - 10/06/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 05/25/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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