Unclaimed
Michael Skordeles is a financial advisor with Truist Advisory Services, Inc. Michael has been in the industry since 1993. Michael holds the Series 6, 7, 65, and 66 licenses and has experience providing investment advice for individuals, businesses, and high-net-worth clients. Michael previously worked at Morgan Keegan & Company, Inc. and McDonald Investments Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
GA
03/02/2017 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
TN
02/20/2007 - 08/31/2012
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
OH
09/19/2000 - 03/21/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NA
12/22/1993 - 09/14/1994
PRUCO SECURITIES CORPORATION
IA
Issued 02/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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