Unclaimed
Micheal Heckman is a financial advisor with RFG Advisory, LLC. Micheal has been working in the financial services industry since 2009. Micheal is registered with FINRA and is licensed to provide financial advice in Arizona, Illinois, Michigan, Tennessee, and Utah. Micheal is a CERTIFIED FINANCIAL PLANNER™ professional, and has experience working with individuals, families, businesses, trusts, and charitable organizations. Micheal provides a variety of financial advisory services, including financial planning, portfolio management, and pension consulting. Prior to joining RFG Advisory, Micheal worked for Ameriprise Financial Services, Inc. and Edward Jones. Micheal is also a martial arts instructor and enjoys helping clients 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.
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.
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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2
AL
11/15/2019 - Present
RFG Advisory, LLC (VESTAVIA HILLS AL)
MI
11/29/2013 - 11/25/2019
AMERIPRISE FINANCIAL SERVICES, INC. (FREMONT MI)
MI
09/28/2009 - 12/03/2013
EDWARD JONES (SCOTTVILLE MI)
BOTH
Issued 10/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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