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Bio

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Garry Michaelis is a seasoned financial professional with expertise in retirement planning, investments, and wealth management. He holds various certifications, including the General Securities Principal -Series 24, and has licenses in multiple states. He has a degree from Bowling Green State University.

Credentials

  • General Securities Principal -Series 24
    -
  • General Securities Representative- Series 7
    -
  • Life, Health, Disability & Annuity Insurance Licenses
    Multiple States
  • Municipal Securities Limited Principal -Series 51
    -
  • Texas RA - Investment Advisory Representative
    Securities Exchange Commission
  • Uniform Securities Agent State Law Examination -Series 63
    -

Experience

    • Registered Principal, Financial Advisor, Investment Adviser Representative

Education

  • 1971 - 1975
    Bowling Green State University

Suggested Services

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Industry Focus. “Financial Services”

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