Bio
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Topline AI
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
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General Securities Principal -Series 24
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General Securities Representative- Series 7
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Life, Health, Disability & Annuity Insurance Licenses
Multiple States -
Municipal Securities Limited Principal -Series 51
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Texas RA - Investment Advisory Representative
Securities Exchange Commission -
Uniform Securities Agent State Law Examination -Series 63
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Experience
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Registered Principal, Financial Advisor, Investment Adviser Representative
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Education
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1971 - 1975Bowling Green State University
Suggested Services
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Industry Focus. “Financial Services”
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References
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