Michael A. Haire
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Michael Alan Haire, CFP®, who also goes by Michael Alen Haire, was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 1998. Michael had worked at 10 firms and has passed the Series 66, Series 63, Series 55, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 5, 2014 - December 31, 2014
HOMESTEAD ADVISERS CORP.
January 9, 2014 - January 24, 2014
UNITED CAPITAL FINANCIAL ADVISORS
August 6, 2013 - November 4, 2013
MERCER GLOBAL ADVISORS INC.
February 22, 2013 - August 6, 2013
STRATEGIC ADVISERS LLC
February 21, 2013 - August 6, 2013
FIDELITY BROKERAGE SERVICES LLC
December 22, 2008 - January 31, 2013
CALVERT INVESTMENT MANAGEMENT, INC.
December 17, 2008 - January 31, 2013
CALVERT INVESTMENT DISTRIBUTORS, INC.
June 19, 2008 - October 7, 2010
AMERITAS INVESTMENT PARTNERS, INC.
February 2, 2005 - December 17, 2008
AMERITAS INVESTMENT COMPANY, LLC
October 31, 2003 - December 17, 2008
AMERITAS INVESTMENT COMPANY, LLC
April 24, 2000 - October 31, 2003
THE ADVISORS GROUP, INC.
June 12, 1998 - April 12, 2000
CALVERT INVESTMENT DISTRIBUTORS, INC.
Primary Firm SEC Registration
HOMESTEAD ADVISERS CORP.
CRD#: 109845 / SEC#: 801-37391
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 55
Date: 12/13/2000
Limited Representative-Equity Trader ExamCurrent Firm
HOMESTEAD ADVISERS CORP.
CRD#: 109845 / SEC#: 801-37391
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 7,735,038,928 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
