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Michael Scott Banks

USI Advisors

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About Michael Scott Banks

Michael Scott Banks is a registered representative with USI Advisors in Atlanta, Georgia. Michael has been working in the financial industry since 2018. Michael specializes in pension consulting, portfolio management for businesses, and selection of other advisors. Michael has passed the Series 7, Series 66, and Securities Industry Essentials Exam. Before joining USI Advisors, Michael worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Knoxville, Tennessee. Michael has a previous work history with Bank of America, First Tennessee Bank, and JC Penney. Michael is also a graduate of Auburn University.

Firm Information

Michael Banks is currently registered with USI Advisors. USI Advisors is an investment advisory firm headquartered in Glastonbury, CT. Founded in 1998, USI Advisors provides investment advisory services to corporations, pension funds, and other institutional clients. The firm specializes in portfolio management, pension consulting, and selection of other advisors. USI Advisors is registered with the SEC and has over 70 investment advisor representatives.
USI Advisors

95 GLASTONBURY BLVD.

GLASTONBURY, CT 06033

$41.62B

Assets Under Management

Not reported

Total Clients

65

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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seminars and consultations

Seminars and consultations

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Banks’s Registration & Firm History

GA

05/10/2021 - Present

USI Advisors (Atlanta GA)

TN

05/17/2018 - 01/09/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KNOXVILLE TN)

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Licenses & Designations

BOTH

Issued 06/22/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Scott Banks.
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