Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Degolier is an investment advisor representative with Commonwealth Financial Network. Michael has been working in the securities industry since November 27, 1993. Michael holds the Series 63, Series 65, Series 7 and SIE licenses. Michael is registered to provide investment advisory services in Arkansas, Maine, and Texas. Michael specializes in investment management for individuals and businesses, financial planning, portfolio management for businesses, pension consulting, publication of periodicals, and selection of other advisors. Michael also provides financial planning and investment related services through Evergreen Wealth Management, 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
08/14/2009 - Present
Commonwealth Financial Network (Austin TX)
TX
03/20/2009 - 07/29/2009
OPPENHEIMER & CO. INC. (AUSTIN TX)
TX
09/12/2008 - 03/19/2009
STANFORD GROUP COMPANY (AUSTIN TX)
TX
01/01/1998 - 10/02/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (ROUND ROCK TX)
NA
09/15/1994 - 01/01/1998
NATIONSSECURITIES
CA
10/12/1993 - 07/29/1994
U.S. SECURITIES CLEARING CORP. (SAN DIEGO CA)
CO
10/12/1993 - 10/21/1993
FLEMMING, ANDERSON, COHEN & LEE, INC. (LITTLETON CO)
IA
Issued 09/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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