Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dwight Pate is a financial advisor at Oneascent Financial Services LLC. Michael Pate is registered as an Investment Advisor Representative in Indiana and Minnesota. Michael Pate has been in the financial services industry for over 20 years and has a wealth of experience in wealth management, financial planning, and insurance. Michael Pate is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
Consulting
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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MN
10/03/2022 - Present
Oneascent Financial Services LLC (Rochester MN)
IN
10/03/2022 - 06/28/2024
PURSHE KAPLAN STERLING INVESTMENTS (Decatur IN)
IN
06/15/2015 - 10/21/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Bluffton IN)
IN
04/16/2010 - 06/17/2015
INVESTMENT CENTERS OF AMERICA, INC. (FT. WAYNE IN)
IN
08/14/2006 - 05/04/2010
WOODBURY FINANCIAL SERVICES, INC. (FORT WAYNE IN)
MI
03/04/2002 - 08/15/2006
USA FINANCIAL SECURITIES CORPORATION (ADA MI)
MD
09/21/2001 - 03/04/2002
FRONTIER FINANCIAL CONSULTANTS, INC. (COLUMBIA MD)
MO
06/23/1999 - 06/22/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 01/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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