Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dolberg is an investment advisor representative for Apollon Wealth Management, LLC. Michael has been in the financial services industry since 2004. Michael is registered with the state of Florida, Georgia, North Carolina, South Carolina and Texas. Michael holds the Series 6, 7, 9, 10, 26, 63, 65 and SIE licenses. Michael is also a Chartered Financial Consultant.
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.
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
SC
03/08/2018 - Present
Apollon Wealth Management, LLC (MOUNT PLEASANT SC)
SC
04/25/2018 - 03/27/2020
PURSHE KAPLAN STERLING INVESTMENTS (Mount Pleasant SC)
SC
10/29/2004 - 03/16/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLESTON SC)
NY
01/12/2004 - 10/04/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 09/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/22/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/26/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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