michael roberts

michael roberts

financial advisor

About

Financial Advisor at LPL Financial

Country

united states

City

alexander city

Industry

financial services

Skill

retirement, retirement planning, series 7, financial planning, financial services, small business, fixed annuities, mutual funds, investments, iras, 401k rollovers, finance, wealth management, investment advisory, series 63, strategic financial planning, estate planning, asset allocation and diversification

Experience

ameriprise financial services, inc.

financial advisor

ameriprise financial services, inc.

2007-1 - 2008-1 · 1 yr 1 mo
russell corporation

manager production planning

russell corporation

1986-6 - 2007-3 · 20 yrs 10 mos
trinity financial management

financial advisor

trinity financial management

2015-7 - Present · 11 yrs 3 mos

My goal is to provide individuals, families and business owners with assistance in building their financial freedom. Whether you are trying to create, preserve or manage your financial resources, or plan for college, retirement or legacy, I take a personal interest in guiding you with tailored strategies for your needs and goals. I have the skills, knowledge and experience required to help my clients toward meeting established goals. My personal goal is to become a lifetime resource for each and every client. Disclosures: Registered Principal, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Trinity Financial Management, LLC and Cambridge are not affiliated.

metlife

investment advisor representative

metlife

2008-8 - 2012-3 · 3 yrs 8 mos

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. I am licensed and registered to offer products and services in [AL]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information. L0710118432[exp0811][All States][DC]

lpl financial

financial advisor

lpl financial

2012-7 - 2015-6 · 3 yrs

My goal is to provide individuals, families and business owners with assistance in building their financial freedom. Whether you are trying to create, preserve or manage your financial resources, or plan for college, retirement or legacy, I take a personal interest in guiding you with tailored strategies for your needs and goals. I have the skills, knowledge and experience required to help my clients toward meeting established goals. My personal goal is to become a lifetime resource for each and every client. Disclosures: Securities and Advisory Services offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the websites section below. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.” The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: Alabama, Georgia and Louisiana. www.finra.org www.sipc.org

Education

jacksonville state university

jacksonville state university

business administration

1983-1 - 1986-1 · 3 yrs 1 mo
gadsden state community college

gadsden state community college

business

1975-1 - 1977-1 · 2 yrs 1 mo

michael roberts's Contact Information

Email

******@***.com

Phone

(**) *** ****

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