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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hakerem is an Investment Advisor Representative with Kingswood Wealth Advisors, LLC located in Raleigh, NC. Michael has been in the industry for over 28 years and has experience in a variety of financial services. In addition to his role at Kingswood, Michael is also the sole proprietor of Empowered Portfolios, LLC, a North Carolina limited liability company. He provides research and analytics on fintech providers, asset managers, financial markets, individual securities, asset allocation frameworks, macro & micro economics, geopolitics, and other factors that impact markets and portfolios. Michael holds a Series 63, Series 65, Series 24, Series 16 and Series 7 licenses.
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.
Hourly consulting
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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NC
09/03/2024 - Present
Kingswood Wealth Advisors, LLC (Raleigh NC)
NC
04/26/2001 - 06/17/2014
TRIANGLE SECURITIES, LLC (RALEIGH NC)
MO
10/01/1999 - 04/06/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
03/07/1996 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BC
Issued 09/13/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 02/18/1999
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 03/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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