Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Calco is a financial advisor at Prosperity Wealth Management, Inc. Michael has been in the financial services industry since 1978. He currently holds a Series 66 and a Series 7 license. Michael specializes in providing financial planning, investment management, and life-work planning. Michael's firm has a focus on individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
CA
01/06/2020 - Present
Prosperity Wealth Management, Inc. (SAN RAMON CA)
OH
01/02/1997 - 12/07/2017
SII INVESTMENTS, INC. (LAKEWOOD OH)
GA
12/13/1996 - 12/31/1996
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
03/12/1990 - 12/12/1996
BUCKHEAD FINANCIAL CORPORATION
NA
07/29/1980 - 01/31/1990
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
04/02/1979 - 09/01/1980
WESTERN RESERVE FINANCIAL SERVICES CORP
NA
04/24/1973 - 07/08/1973
IDS LIFE INSURANCE COMPANY
NA
04/24/1973 - 07/08/1973
IDS MARKETING CORPORATION
NA
04/24/1973 - 07/08/1973
INVESTORS DIVERSIFIED SERVICES, INC.
BOTH
Issued 05/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/1988
Series 24 - General Securities Principal Examination
BC
Issued 12/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1979
Series 1 - Registered Representative Examination
Active
Inactive
Not sure Michael Calco is the right advisor for you? Invested Better is here to help.
