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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 Coelho is a financial advisor currently associated with Sageview Advisory Group, LLC. Michael has been in the financial services industry since 1998 and holds both Series 6 and Series 63 licenses. Michael's experience includes previous roles at CETERA ADVISOR NETWORKS LLC, FINANCIAL TELESIS INC, LPL FINANCIAL CORPORATION, ASSOCIATED SECURITIES CORP., and HORNOR, TOWNSEND & KENT, INC.. Michael is licensed in California and Texas.
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.
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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CA
05/18/2012 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
TX
05/23/2011 - 11/21/2019
CETERA ADVISOR NETWORKS LLC (AUSTIN TX)
CA
06/11/2010 - 05/25/2011
FINANCIAL TELESIS INC (ANAHEIM CA)
CA
09/08/2009 - 06/15/2010
LPL FINANCIAL CORPORATION (ANAHEIM CA)
CA
09/10/2007 - 09/08/2009
ASSOCIATED SECURITIES CORP. (ANAHEIM CA)
CA
02/10/2003 - 09/12/2007
HORNOR, TOWNSEND & KENT, INC. (ANAHEIM CA)
AZ
11/02/1998 - 08/05/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IA
Issued 04/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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