Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jerome Lickiss is a financial advisor with over 18 years of experience in the industry. Michael is currently registered with Pacific Wealth Advisory Services LLC and is also an insurance agent. Michael has previously worked with Arkadios Capital and Investment Architects, Inc. Michael holds the Series 66, Series 24, Series 7, and SIE licenses. Michael has been working with clients in Danville, CA for over a decade, and has a strong record of helping his clients reach their financial goals. Michael specializes in providing portfolio management for individuals and small businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
08/06/2024 - Present
Pacific Wealth Advisory Services LLC (DANVILLE CA)
CA
12/06/2021 - 07/05/2024
ARKADIOS CAPITAL (Danville CA)
CA
05/25/2006 - 01/03/2022
INVESTMENT ARCHITECTS, INC. (ALAMO CA)
BOTH
Issued 06/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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