Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Prescott has been a registered investment advisor since 2003, with over 20 years of experience in the financial services industry. Michael is currently registered with EGI Financial, Inc. in Akron, Ohio. Michael offers a wide range of financial advisory services, including portfolio management for individuals, and financial planning. He has expertise in serving high-net-worth individuals and other individual clients. Michael has a strong commitment to providing personalized financial advice and helping clients 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.
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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2
OH
01/30/2003 - Present
EGI Financial, Inc. (AKRON OH)
NJ
11/06/2000 - 05/24/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 11/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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