Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Coakley is a financial advisor with Kestra Advisory Services, LLC, a firm that has offices in Austin, Texas and South Jordan, Utah. Michael is also affiliated with NFP Corp. Michael has over 10 years of experience in the financial services industry. He has a Series 6, 7, 63, and 65 license, as well as the SIE exam. He is also a Certified Financial Planner (CFP®). Michael specializes in providing financial planning, investment management, and retirement planning services. Michael's previous experience includes positions with Wells Fargo Advisors, LLC, Hornor, Townsend & Kent, Inc., and VALIC Financial Advisors, Inc. Michael is committed to providing personalized financial advice and 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.
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
10/31/2019 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
UT
07/07/2016 - 10/26/2016
VALIC FINANCIAL ADVISORS, INC. (SALT LAKE CITY UT)
UT
01/21/2016 - 07/14/2016
HORNOR, TOWNSEND & KENT, INC. (SALT LAKE CITY UT)
UT
04/07/2014 - 01/04/2016
WELLS FARGO ADVISORS, LLC (SANDY UT)
IA
Issued 02/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/26/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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