Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Demko is a financial advisor registered with Allworth Financial, LP. Michael has been in the financial services industry for over 30 years and holds the Series 7 and Series 63 licenses. Michael is a registered investment advisor and specializes in financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Michael has previous experience with several other firms, including Loring Ward Securities Inc., Reinhardt Werba Bowen Securities, Inc., and Royal Alliance Associates, Inc. Michael is also the 100% shareholder and owner of Demko & Associates, Inc.
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
CA
10/01/2019 - Present
Allworth Financial, LP (FOLSOM CA)
CA
01/01/1999 - 12/31/2009
LORING WARD SECURITIES INC. (SAN JOSE CA)
CA
10/05/1993 - 01/01/1999
REINHARDT WERBA BOWEN SECURITIES, INC. (SAN JOSE CA)
AZ
03/25/1993 - 10/01/1993
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
11/19/1989 - 12/20/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
06/30/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/04/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/18/1987 - 04/06/1988
SOUTHMARK FINANCIAL SERVICES, INC.
BC
Issued 03/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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