Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hakoun is a financial advisor with over 15 years of experience in the industry. Michael is registered with Osaic Institutions, Inc. in New Hampshire and Vermont. Michael is a seasoned financial professional with experience in various areas of financial services including investment advising, portfolio management, trust and estate planning. Michael's focus is on providing personalized financial advice and investment management services to individuals and families. Michael has extensive experience working with clients in various industries, including healthcare, education, and technology.
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.
Solicitation services for other advisers
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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2
NH
03/15/2022 - Present
Osaic Institutions, Inc. (HANOVER NH)
NH
12/22/2017 - 07/28/2021
TD PRIVATE CLIENT WEALTH LLC (MANCHESTER NH)
NA
01/26/2015 - 04/07/2016
TD AMERITRADE, INC. (LONDON, ONTARIO )
NY
11/12/2007 - 01/27/2010
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/30/2006 - 01/16/2007
PARK AVENUE SECURITIES LLC (WESTBURY NY)
IA
Issued 04/09/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2015
Series 24 - General Securities Principal Examination
BC
Issued 03/22/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/29/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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