Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Charles Pennica is a financial advisor with J. W. Cole Advisors, Inc.. Michael is a registered representative with the firm and has a strong background in providing financial planning, portfolio management for individuals, and portfolio management for businesses. Michael has been in the securities industry since December 1996 and has extensive experience with the firm, starting work at J.W. Cole Financial, Inc. in October 2008. Previously, Michael worked at World Group Securities, Inc. and WMA Securities, Inc. Michael is dedicated to helping clients achieve their financial goals.
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.
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.
Hourly & fixed rate consulting
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
FL
10/10/2008 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
CO
04/12/2002 - 10/10/2008
WORLD GROUP SECURITIES, INC. (COLORADO SPRINGS CO)
GA
12/23/1996 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 05/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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