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 Angelon is a financial advisor with Avantax Advisory Services, based in Charlotte, NC. Michael has been in the financial services industry since 1997. Michael holds the Series 6, Series 63, and Series 65 licenses. In addition to providing financial planning and investment management services, Michael also offers tax preparation and accounting services through his own firm, Michael A Angelon Accountant. Michael's firm, Avantax Advisory Services, offers a variety of financial products and services, including investment management, financial planning, and retirement planning. The firm has offices across the United States, and has over $41 billion in assets under management.
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
NC
01/11/2008 - Present
Avantax Advisory Services (CHARLOTTE NC)
IA
Issued 11/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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