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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael A. Acevedo is an Investment Advisor Representative with Dynamic Wealth Advisors. Michael has been in the industry since February 2006. Michael has experience with both investment advisory and brokerage services and is registered in California. Michael holds Series 6 and Series 63 licenses, and is also a Certified Financial Planner. Michael has previous experience with Cambridge Investment Research and Sammons Securities Company. Michael has provided financial advice to individuals, businesses, charities, and retirement plans. Michael is a dedicated financial professional with a commitment to helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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CA
11/29/2016 - Present
Dynamic Wealth Advisors (NEWPORT BEACH CA)
AZ
02/07/2013 - 12/23/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (MESA AZ)
CA
02/23/2006 - 02/08/2013
SAMMONS SECURITIES COMPANY, LLC (CORONA CA)
IA
Issued 10/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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