Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Brin is a financial advisor with Truist Advisory Services, Inc. located in Fort Lauderdale, Florida. Michael has been in the financial services industry since March 30, 2012. Michael has a Series 7, Series 63, and Series 66 license and is also a Certified Financial Planner (CFP®). Michael has experience working with high-net-worth individuals, corporations, and other businesses. The advisor's experience spans multiple firms including BB&T Securities, LLC, BB&T Investment Services, Inc., and AXA Advisors, LLC. Michael is registered with the state of Florida as an investment advisor representative.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
FL
02/17/2021 - Present
Truist Advisory Services, Inc. (FORT LAUDERDALE FL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
01/29/2013 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (FORT LAUDERDALE FL)
NY
06/07/2004 - 04/06/2005
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 02/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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