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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 Christopher Panagoulias is a financial advisor registered with D.A. Davidson & Co. in South Berwick, Maine. Michael has been in the industry since 2008 and has held various positions at firms such as LPL Financial LLC and First Allied Securities, Inc. Michael holds a number of licenses, including Series 7, Series 24, Series 52, and Series 66. Michael specializes in providing financial advice to individuals, corporations, and charitable organizations. D.A. Davidson & Co. provides a variety of financial services, including investment management, financial planning, and retirement planning.
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
ME
03/27/2023 - Present
D.a. Davidson & Co. (SOUTH BERWICK ME)
ME
10/10/2013 - 04/10/2023
LPL FINANCIAL LLC (SOUTH BERWICK ME)
CA
03/11/2010 - 10/04/2013
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
05/01/2007 - 07/07/2009
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
BOTH
Issued 04/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/15/2012
Series 4 - Registered Options Principal Examination
BC
Issued 10/04/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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