Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Loo is a financial advisor who has been in the industry since 1999. Michael is currently registered with Trilogy Capital, Inc. Michael has worked with Trilogy Capital, Inc. since 2015. He is also registered as a broker-dealer in 9 states. In addition to his current employment, Michael also has experience with National Planning Corporation, and Franklin/Templeton Distributors, Inc. Michael has earned a variety of licenses and certifications including Series 6, Series 7, Series 63, and Series 65. Michael is a financial professional who provides financial planning and investment advice services. Michael has a strong track record of success in helping clients achieve their financial goals. Michael specializes in working with high-net-worth individuals, corporations, and retirement 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.
Guidance on pension options to ensure a secure financial future.
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.
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2
CA
07/18/2017 - Present
Trilogy Capital, Inc. (IRVINE CA)
CA
07/03/2002 - 11/29/2017
NATIONAL PLANNING CORPORATION (IRVINE CA)
CA
08/26/1997 - 03/24/2000
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 07/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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