Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Axelrod is a financial professional with over 25 years of experience in the financial services industry. Michael is currently registered with Creativeone Securities, LLC in Overland Park, KS. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
KS
03/08/2016 - Present
Creativeone Securities, LLC (Overland Park KS)
MO
01/22/2013 - 11/30/2015
NATIONAL PENSION & GROUP CONSULTANTS, INC (KANSAS CITY MO)
MO
07/22/2011 - 01/10/2013
METLIFE SECURITIES INC. (ST. LOUIS MO)
MO
04/15/2002 - 05/10/2011
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
01/27/2000 - 06/27/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MA
04/30/1999 - 12/31/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
NJ
09/06/1996 - 03/26/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
MN
01/11/1994 - 07/26/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/11/1994 - 07/26/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/17/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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