Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Agol is a financial professional with over 28 years of experience in the financial services industry. Michael is registered with Cetera Investment Advisers LLC and holds several licenses including Series 7, Series 31, Series 63, and Series 65. Michael has previously worked with Hilltop Securities Inc., Wells Fargo Advisors, LLC, UBS PaineWebber Inc., Dean Witter Reynolds Inc., and Oppenheimer & Co., Inc. Michael specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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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2
GA
03/21/2024 - Present
Cetera Investment Advisers LLC (ALPHARETTA GA)
TX
03/30/2012 - 10/18/2022
HILLTOP SECURITIES INC. (LEAGUE CITY TX)
TX
01/04/2002 - 03/28/2012
WELLS FARGO ADVISORS, LLC (LEAGUE CITY TX)
NJ
05/12/2000 - 11/26/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
03/26/1996 - 05/31/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
08/04/1994 - 03/18/1996
OPPENHEIMER & CO., INC. (NEW YORK NY)
IA
Issued 04/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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