Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Cole Demayo is a financial advisor with Principal Advised Services in Charlotte, NC. Michael has been in the financial services industry for over 3 years. Michael holds Series 7TO, SIE and Series 66 licenses. Michael is registered to provide securities and investment advice in 51 states and the District of Columbia. Michael has experience working with high-net-worth individuals and individuals other than high-net-worth. Michael specializes in providing financial planning and portfolio management services to individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
09/10/2024 - Present
Principal Advised Services (CHARLOTTE NC)
NC
03/22/2024 - 04/26/2024
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
BOTH
Issued 04/19/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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