Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Crowe is a registered representative with Merit Financial Advisors. Michael has been in the securities industry since March 7, 2006. Michael is licensed to sell securities in Alabama, Florida, Illinois, Kentucky, Louisiana, Mississippi, and Texas. Michael's firm, Merit Financial Advisors, has offices in Birmingham, Alabama and Alpharetta, Georgia. The firm has over $7 Billion in assets under management. Michael has a combined total of 4 exams: Series 66, Series 7, Series 31, and SIE. Michael is also registered as an Investment Advisor Representative in Alabama, Louisiana, and Texas.
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.
Consulting fees
1
2
AL
03/19/2013 - Present
Merit Financial Advisors (BIRMINGHAM AL)
AL
01/11/2012 - 08/16/2024
LPL FINANCIAL LLC (BIRMINGHAM AL)
AL
06/02/2008 - 12/15/2011
TD AMERITRADE, INC. (BIRMINGHAM AL)
AL
04/02/2007 - 05/28/2008
MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM AL)
AL
12/20/2006 - 04/02/2007
MORGAN STANLEY DW INC. (BIRMINGHAM AL)
AL
08/10/2005 - 06/22/2006
PROEQUITIES, INC. (BIRMINGHAM AL)
BOTH
Issued 03/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 08/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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