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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Heath is a financial advisor registered in 10 states. Michael Scott Heath is associated with Valmark Advisers, Inc. Michael Scott Heath has been working in the financial services industry since November 16, 1996. Michael Scott Heath specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses, individuals and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
MI
08/24/2022 - Present
Valmark Advisers, Inc. (Mason MI)
MI
04/09/2014 - 01/31/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (Dewitt MI)
MI
10/16/2006 - 07/11/2014
CETERA INVESTMENT SERVICES LLC (OKEMOS MI)
MI
10/01/2001 - 10/20/2006
SECURIAN FINANCIAL SERVICES, INC. (LANSING MI)
MI
11/15/1996 - 09/28/2001
CENTENNIAL FINANCIAL SERVICES, INC. (LANSING MI)
BOTH
Issued 09/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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