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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 Langlois is an investment advisor representative with Geneos Wealth Management, Inc., a financial services firm. Michael has more than 30 years of experience in the industry, and holds the Series 6, Series 7, Series 22, and Series 63 securities licenses as well as the Series 65 investment advisor license. Michael works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Michael offers financial planning services, portfolio management, and educational seminars. Michael also has a previous association with Strategic Financial Group.
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
CO
09/07/2011 - Present
Geneos Wealth Management, Inc. (Englewood CO)
RI
11/05/1992 - 09/23/2011
COMMONWEALTH FINANCIAL NETWORK (CRANSTON RI)
CA
06/01/1996 - 07/18/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
SD
06/05/1992 - 06/01/1996
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
TX
03/11/1992 - 11/19/1992
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
MN
02/28/1991 - 03/11/1992
MIMLIC SALES CORPORATION (ST. PAUL MN)
NA
01/28/1988 - 03/07/1991
MONARCH SECURITIES, INC.
NA
02/23/1984 - 02/17/1988
WADDELL & REED, INC.
IA
Issued 11/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/17/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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