Unclaimed
Michael D. Mestdagh is a registered investment advisor representative, and a financial professional, with GWN Securities Inc. Michael is also licensed in life and long-term care insurance. He is licensed and registered in Michigan and has been in the industry since 2015. Prior to joining GWN Securities Inc., Michael was registered with Equitable Advisors, LLC. Michael's focus is helping individuals and businesses prepare for retirement and 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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
09/27/2021 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
MI
08/26/2015 - 09/29/2021
EQUITABLE ADVISORS, LLC (TROY MI)
BOTH
Issued 09/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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