Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Brooks is a financial advisor with over 17 years of experience in the financial services industry. Michael currently works at Truist Advisory Services, Inc. and is registered to provide investment advice in 37 states and the District of Columbia. Michael has obtained several professional designations including Certified Financial Planner and Chartered Financial Analyst. Michael has specialized in providing financial planning, portfolio management for individuals and businesses, as well as selection of other advisors. Michael is committed to providing clients with personalized financial advice 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.
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.
Wrap fee product and financial profiling services using desktop software
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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VA
02/17/2021 - Present
Truist Advisory Services, Inc. (NORFOLK VA)
VA
11/30/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
08/27/2007 - 12/11/2017
UBS FINANCIAL SERVICES INC. (NORFOLK VA)
VA
12/05/2005 - 08/09/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORFOLK VA)
GA
02/02/2005 - 06/10/2005
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BOTH
Issued 12/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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