Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Douglass Jones is a Registered Representative and Investment Advisor Representative with Silver OAK Securities, Inc.. Michael has been working in the securities industry since August 2008. Michael is registered in North Carolina. Michael is licensed to provide investment advice to individuals and businesses. Michael is affiliated with Silver OAK Securities, Inc.. Michael's prior employment includes working at CANTELLA & CO., INC. and Edward Jones. Michael is also a Registered Principal for Big Rock Wealth Advisors, which is a DBA for the securities and insurance business. Michael is an assistant baseball coach at Walter M Williams High School.
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.
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
NC
04/30/2021 - Present
Silver OAK Securities, Inc. (Burlington NC)
NC
03/20/2012 - 05/07/2021
CANTELLA & CO., INC. (BURLINGTON NC)
NC
08/15/2008 - 03/20/2012
EDWARD JONES (BURLINGTON NC)
BOTH
Issued 08/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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