Unclaimed
Michael Edward Olinde is a financial advisor with Calton & Associates, Inc. Michael has been in the financial industry since 1998. Michael is a registered representative with FINRA and has been a registered representative since 2002. Michael has passed the Series 6, Series 26, Series 63, and SIE exams. Michael specializes in a variety of financial products and services including investment company products, variable contracts, and mutual funds.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
LA
07/09/2019 - Present
Calton & Associates, Inc. (Baton Rouge LA)
LA
07/17/2017 - 07/09/2019
CAPITAL FINANCIAL SERVICES, INC. (Baton Rouge LA)
LA
10/06/2009 - 06/02/2017
LPL FINANCIAL LLC (BATON ROUGE LA)
LA
11/05/2008 - 10/07/2009
MUTUAL SERVICE CORPORATION (BATON ROUGE LA)
LA
10/31/2008 - 11/06/2008
AIG FINANCIAL ADVISORS, INC. (BATON ROUGE LA)
LA
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (BATON ROUGE LA)
TX
07/22/1998 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 07/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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