Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Schankerman is a financial professional with over 35 years of experience in the financial services industry. Michael is currently a Registered Representative with Allworth Financial, LP, and is licensed to provide financial advice in Indiana. Michael's previous employers include MML Investors Services, LLC, MSI Financial Services, Inc., and Metropolitan Life Insurance Company. Michael holds Series 6, 7, 63, and 66 licenses and has earned both the Certified Financial Planner and Chartered Financial Consultant designations. Michael specializes in retirement planning, investment management, and estate planning for individuals, families, and businesses.
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
IN
02/27/2023 - Present
Allworth Financial, LP (Indianapolis IN)
IN
03/25/2017 - 03/03/2023
MML INVESTORS SERVICES, LLC (Indianapolis IN)
IN
04/25/1990 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IN
05/02/1990 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
NA
08/23/1989 - 04/25/1990
UR FINANCIAL, INC.
MA
04/04/1988 - 09/28/1989
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
02/25/1987 - 09/17/1987
EQUICO SECURITIES, INC.
NA
02/25/1987 - 08/08/1987
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BOTH
Issued 12/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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