Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J? Claim Your ProfileJ. Michael Cloyd is a financial advisor registered in Kentucky and Tennessee. J. Michael Cloyd is an active representative of Avantax Advisory Services and has been in the industry since 1988. Prior to joining Avantax Advisory Services, J. Michael Cloyd was a registered representative of 1ST GLOBAL CAPITAL CORP., HD VEST INVESTMENT SERVICES, JEFFERSON PILOT SECURITIES CORPORATION, UNIFIED FINANCIAL SECURITIES, INC., COMMONWEALTH INVESTMENT SERVICES, INC., and H.D. VEST INVESTMENT SECURITIES, INC.. J. Michael Cloyd also holds the Series 6, 7 and 63 licenses and is a Personal Financial Specialist.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (DALLAS TX)
KY
01/04/2017 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (London KY)
KY
10/26/2004 - 12/31/2016
HD VEST INVESTMENT SERVICES (LONDON KY)
IN
08/08/2003 - 10/28/2004
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
01/31/2000 - 07/03/2003
UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)
IN
01/08/1998 - 01/31/2000
COMMONWEALTH INVESTMENT SERVICES, INC. (INDIANAPOLIS IN)
TX
06/06/1988 - 10/22/1997
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 07/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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