Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Parrott is a financial advisor with Osaic Advisory Services, LLC. Michael has been in the financial services industry since 2015 and has experience working with individual investors, businesses, and charitable organizations. Michael has a strong background in financial planning and portfolio management. Michael is a Certified Financial Planner and has earned Series 7 and Series 66 licenses. Michael is active in the community and is a director of the Folds of Honor-New Mexico Chapter.
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.
A percentage of the total value of assets under management is charged.
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GA
03/07/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
NM
07/26/2019 - 04/05/2021
FIDELITY BROKERAGE SERVICES LLC (ALBUQUERQUE NM)
NM
07/19/2018 - 07/12/2019
THORNBURG SECURITIES CORPORATION (SANTA FE NM)
NM
10/06/2015 - 07/10/2018
FIDELITY BROKERAGE SERVICES LLC (ALBUQUERQUE NM)
BOTH
Issued 11/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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