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Michael Puckett is an investment advisor representative registered with Resolute Wealth Strategies, LLC. Michael has been working in the financial industry since 2015, and has a background in finance and business. Michael is a Chartered Financial Analyst and has Series 3, 7, 86, 87 and SIE licenses. Michael currently provides investment advice to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other business clients. Michael's firm provides financial planning and portfolio management services to both individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
MS
08/15/2022 - Present
Resolute Wealth Strategies, LLC (Jackson MS)
MS
03/27/2018 - 07/28/2022
COKER & PALMER (JACKSON MS)
BC
Issued 04/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2019
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2018
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/26/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/03/2015
Series 3 - National Commodity Futures Examination
Active
Inactive
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