Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kays is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Lincoln Investment and Capital Analysts, and holds licenses to practice in several states. Michael has also been registered with LEGEND EQUITIES CORPORATION and AIG RETIREMENT ADVISORS, INC. in the past. Michael has experience in various areas of financial services and specializes in providing financial advice to individuals, corporations, and charitable organizations. Michael also provides financial planning services and works with clients to select other advisors when needed.
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.
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.
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2
OH
06/09/2017 - Present
Lincoln Investment (Thornville OH)
OH
02/09/2009 - 01/03/2017
LEGEND EQUITIES CORPORATION (LANCASTER OH)
OH
11/07/2000 - 02/13/2009
AIG RETIREMENT ADVISORS, INC. (COLUMBUS OH)
TX
11/07/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 02/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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