Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Klorer is a financial advisor with over 15 years of experience in the industry. Michael is currently registered with Kestra Advisory Services, LLC. Previously, Michael was registered with Sanctuary Securities, Inc. in Indianapolis, IN. Michael has a wide range of experience, having worked with various financial institutions like SWBC Investment Services, LLC, LPL Financial LLC, and UBS Financial Services Inc. Michael has a strong track record of providing financial advice to individuals, businesses, and institutions. Michael is committed to providing personalized financial planning and investment management services to help 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.
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
TX
07/14/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
IN
10/12/2020 - 06/18/2021
SANCTUARY SECURITIES, INC. (INDIANAPOLIS IN)
TX
08/24/2017 - 10/13/2020
SWBC INVESTMENT SERVICES, LLC (SAN ANTONIO TX)
TX
08/03/2016 - 01/06/2017
LPL FINANCIAL LLC (SAN ANTONIO TX)
TX
10/10/2008 - 08/11/2016
SCOTTRADE, INC. (WEBSTER TX)
TX
11/30/2007 - 09/25/2008
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
08/28/2006 - 11/29/2007
UBS FINANCIAL SERVICES INC. (SAN ANTONIO TX)
IA
Issued 11/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/11/2011
Series 4 - Registered Options Principal Examination
BC
Issued 08/06/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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