Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Daso has been a registered representative for over 27 years. Michael joined Equitable Advisors, LLC in August 2000, and has a wealth of experience in financial planning, portfolio management, and pension consulting. Michael is registered in Arizona, California, Colorado, Florida, Georgia, Illinois, Kentucky, New Jersey, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, and Virginia. Michael also has experience with Valmark Securities, Inc. and Ascend Financial Services, Inc. Michael has a strong commitment to helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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
OH
07/28/2022 - Present
Equitable Advisors, LLC (LAKEWOOD OH)
OH
09/26/1997 - 07/21/2000
VALMARK SECURITIES, INC. (AKRON OH)
MN
07/11/1996 - 10/03/1997
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
GA
03/15/1996 - 07/12/1996
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
BOTH
Issued 08/09/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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