Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sears is an investment advisor representative associated with Ae Wealth Management, LLC. Michael is registered with the state of California as an Investment Advisor Representative and holds Series 6, 63, and 65 licenses. Michael has been in the financial services industry for over 20 years. Michael has experience in portfolio management for individuals and businesses, financial planning, and pension consulting. Michael is also the author of the book, “Retire With Simplicity & Clarity: 10 Mindset Shifts Nurses Should Understand to Feel Confident About Their Financial Future.” Michael is committed to providing clients with personalized financial advice and guidance.
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.
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
CA
02/12/2024 - Present
AE Wealth Management, LLC (Rancho Cucamonga CA)
GA
03/15/2010 - 05/05/2011
G.F. INVESTMENT SERVICES, LLC (MCDONOUGH GA)
CA
07/23/2007 - 02/22/2010
BENEFICIAL INVESTMENT SERVICES, INC. (FONTANA CA)
CA
10/12/1998 - 08/09/2007
EQUITY SERVICES, INC. (FONTANA CA)
IN
04/20/1998 - 10/07/1998
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 03/31/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Michael Sears is the right advisor for you? Invested Better is here to help.
