Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dolezal is a financial advisor with Great Valley Advisor Group, Inc. with over 15 years of experience in the industry. Michael has been registered with the state of Minnesota as an investment advisor representative since 2014. Michael also holds the Series 6, 7, 24, 63 and SIE licenses. In addition to his work at Great Valley Advisor Group, Inc., Michael also has other business activities including North Point Accounting & Tax Services, LLC, which he co-owns. Michael has a specialization in financial planning and portfolio management for both individuals and businesses. Michael is based out of the Wilmington, Delaware office.
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.
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 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.
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DE
12/22/2021 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
MN
11/03/2006 - 04/12/2012
PRINCOR FINANCIAL SERVICES CORPORATION (MINNETONKA MN)
BC
Issued 11/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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