Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ledford is a financial advisor with over 40 years of experience in the industry. Michael currently works at On Investment Management Co. and holds Series 6, 63, and 65 securities licenses. Michael's experience includes prior roles with NYLIFE SECURITIES LLC, NFP SECURITIES, INC., FIRST TENNESSEE BROKERAGE, INC., THE LEADERS GROUP, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, and WALNUT STREET SECURITIES, INC. Michael is also a Chartered Financial Consultant and specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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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2
TN
03/20/2014 - Present
ON Investment Management Co. (CHATTANOOGA TN)
TN
01/24/2014 - 03/24/2014
NYLIFE SECURITIES LLC (CHATTANOOGA TN)
TN
11/08/2007 - 12/17/2013
NFP SECURITIES, INC. (CHATTANOOGA TN)
TN
06/24/2003 - 11/08/2007
FIRST TENNESSEE BROKERAGE, INC. (CHATTANOOGA TN)
CO
01/02/2001 - 06/19/2003
THE LEADERS GROUP, INC. (LITTLETON CO)
IN
04/28/1999 - 03/19/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
CA
03/29/1995 - 04/20/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
04/01/1993 - 03/30/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CA
05/30/1985 - 04/01/1993
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
05/28/1985 - 01/14/1987
GENERAL AMERICAN LIFE INSURANCE COMPANY
NA
10/14/1982 - 09/14/1984
MML INVESTORS SERVICES, INC.
NA
02/02/1982 - 09/14/1984
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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