Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Haig is a financial advisor with over 25 years of experience in the financial services industry. Michael is currently registered with the state of California as an Investment Advisor Representative with Integrated Wealth Concepts LLC. Previously, Michael has worked with firms such as APW Capital, Inc., Torrey Pines Securities, Inc., NRP Financial, Inc., UBS Financial Services Inc. and Salomon Smith Barney Inc. Michael specializes in Financial Planning, Pension Consulting, and Selection of Other Advisors. He is also a licensed insurance agent with the state of California.
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.
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.
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CA
02/01/2023 - Present
Integrated Wealth Concepts LLC (CARLSBAD CA)
CA
11/15/2011 - 12/31/2020
APW CAPITAL, INC. (Carlsbad CA)
CA
11/10/2010 - 11/21/2011
TORREY PINES SECURITIES, INC. (CARLSBAD CA)
CA
10/24/2008 - 11/09/2010
NRP FINANCIAL, INC. (CARLSBAD CA)
CA
07/06/2001 - 10/31/2008
UBS FINANCIAL SERVICES INC. (CARLSBAD CA)
NY
03/07/1995 - 07/11/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IN
10/27/1994 - 12/19/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/27/1994 - 12/19/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 04/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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