Unclaimed
Michael Everardo Camacho is a financial advisor with over 25 years of experience in the industry. Michael is currently registered with LPL Financial LLC and has a Series 7, Series 31 and Series 63 license, as well as a Series 65 license. Michael has previously been registered with M&T Securities, Inc., VALIC Financial Advisors, Inc., Multi-Financial Securities Corporation, Quick & Reilly, Inc., UBS PaineWebber Inc. and Dean Witter Reynolds Inc.. Michael is also licensed as an investment advisor in Pennsylvania and Texas.
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 and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
07/27/2023 - Present
LPL Financial LLC (MIFFLINBURG PA)
PA
11/05/2020 - 06/09/2021
M&T SECURITIES, INC. (SELINSGROVE PA)
IL
08/29/2012 - 01/23/2020
VALIC FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
10/01/2004 - 08/29/2012
MULTI-FINANCIAL SECURITIES CORPORATION (LISLE IL)
NY
04/11/2002 - 10/12/2004
QUICK & REILLY, INC. (NEW YORK NY)
NJ
07/21/2000 - 04/16/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
03/20/1998 - 07/28/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CO
06/10/1996 - 03/11/1998
R A F FINANCIAL CORPORATION (DENVER CO)
IA
Issued 03/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 06/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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