Unclaimed
Michael Kindel is an investment advisor representative with Stonex Advisors Inc. Michael has been in the industry for over 30 years and has a broad range of experience. Michael has a strong track record of success in helping clients achieve their financial goals. He has a deep understanding of the investment markets and is committed to providing his clients with personalized investment advice. Michael holds a Series 6, Series 7, Series 63, and Series 65 license. Stonex Advisors Inc. is a Registered Investment Advisor (RIA) headquartered in Birmingham, AL, with a branch office in The Villages, FL. Stonex Advisors provides financial consulting, financial planning, portfolio management, and educational seminars.
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.
Financial 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.
1
2
AL
03/15/2021 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
CT
05/18/2004 - 09/12/2014
WRP INVESTMENTS, INC. (SOUTHBURY CT)
MA
02/19/1998 - 05/18/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
NJ
05/27/1988 - 02/26/1998
COPELAND EQUITIES, INC. (SOMERSET NJ)
IA
Issued 04/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Kindel is the right advisor for you? Invested Better is here to help.