Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edward Jones has been in the financial industry for over 27 years. Michael is currently registered with Money Concepts Capital Corp. Michael is a Certified Financial Planner (CFP®) and has experience with a variety of financial products and services. Michael specializes in providing financial planning, investment management, and other general consulting services to individuals, businesses, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
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2
NC
11/06/2024 - Present
Money Concepts Capital Corp. (Charlotte NC)
NC
10/16/2014 - 07/18/2023
GWN SECURITIES INC. (CHARLOTTE NC)
KS
05/04/2012 - 10/06/2014
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
OH
03/10/2011 - 02/10/2012
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
MO
10/22/2010 - 02/24/2011
PATRICK CAPITAL MARKETS, LLC (ST LOUIS MO)
TX
03/29/2006 - 06/04/2010
VAN KAMPEN FUNDS INC. (HOUSTON TX)
NC
07/26/2004 - 03/20/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (CHARLOTTE NC)
NY
03/13/2000 - 07/26/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NC
12/23/1997 - 03/14/2000
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
MI
03/04/1996 - 12/22/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 02/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/17/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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