Unclaimed
Michael Glenn Pashak is an investment advisor representative associated with The Ameriflex Group. Michael has been in the financial services industry since April 1997. Michael is licensed in Arizona, California, Florida, Idaho, Kansas, Maryland, Massachusetts, Michigan, Nevada, Ohio, South Dakota, and Wyoming. Michael specializes in providing financial planning, pension consulting, educational seminars, and investment management services. Michael also has experience in other types of business activities, including insurance agency and sole proprietorship.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NV
03/16/2020 - Present
THE Ameriflex Group (LAS VEGAS NV)
NV
04/25/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LAS VEGAS NV)
NV
10/24/2014 - 05/07/2018
LPL FINANCIAL LLC (HENDERSON NV)
NV
09/27/2010 - 10/24/2014
WORLD EQUITY GROUP, INC. (LAS VEGAS NV)
NV
02/12/2010 - 09/29/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (LAS VEGAS NV)
NV
08/31/2000 - 02/23/2010
LPL FINANCIAL CORPORATION (HENDERSON NV)
GA
04/07/1997 - 11/16/2000
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 10/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2005
Series 24 - General Securities Principal Examination
BC
Issued 04/13/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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