Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Choate is a financial professional with over 20 years of experience in the industry. Michael is currently registered with Concourse Financial Group Securities, Inc. and has a Series 6 and Series 63 license as well as the SIE exam. Michael has held previous positions with Lincoln Financial Securities Corporation, Securities America, Inc., VeraVest Investments, Inc., EQ Financial Consultants, Inc. and The Equitable Life Assurance Society of the United States. Michael is also registered with the states of Alabama, Florida, Louisiana, Texas and Wisconsin.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
06/25/2020 - Present
Concourse Financial Group Securities, Inc. (BATON ROUGE LA)
LA
05/06/2010 - 06/24/2020
LINCOLN FINANCIAL SECURITIES CORPORATION (BATON ROUGE LA)
LA
01/02/2004 - 04/30/2010
SECURITIES AMERICA, INC. (BATON ROUGE LA)
MA
04/13/1999 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NY
02/22/1999 - 06/24/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
02/22/1999 - 06/24/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 02/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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