Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Moniz is a financial advisor with Sage Canyon Advisors, LLC. Michael has been in the industry since August 14, 2006. Michael is registered to provide securities advice in Colorado. Michael has passed the General Securities Representative Examination (Series 7), the General Securities Principal Examination (Series 24), the Securities Industry Essentials Examination (SIE), the Investment Banking Registered Representative Examination (Series 79TO), and the Corporate Securities Limited Representative Examination (Series 62).
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.
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.
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2
CO
08/15/2006 - Present
Sage Canyon Advisors, LLC (BOULDER CO)
BC
Issued 06/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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