Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Blevins is a financial advisor with UBS Financial Services Inc. Michael has over 15 years of experience in the financial services industry. Michael specializes in providing financial advice and investment management services to individuals, families, and businesses. Michael is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Michael holds the Series 7, Series 10, Series 9, Series 31, and Series 66 licenses. Michael is also a registered investment advisor in North Carolina. Michael is committed to providing clients with personalized financial advice and investment solutions to help them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NC
10/15/2021 - Present
UBS Financial Services Inc. (CHARLOTTE NC)
NC
05/12/2006 - 09/16/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
BOTH
Issued 09/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/19/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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