Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Floyd is an investment advisor representative with CreativeOne Wealth, LLC. Michael has been in the industry since 1993. Michael has a Series 7, Series 24, Series 30, Series 34 and Series 63 license. Michael is also a registered Investment Advisor Representative in Arizona. CreativeOne Wealth, LLC has been in operation since 2010. CreativeOne Wealth, LLC manages approximately $3.43 billion in assets and has approximately 21,910 accounts. The firm specializes in providing investment advisory services to individuals, corporations, high net worth individuals, investment companies, charitable organizations, and pension and profit sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Sub-adviser fees/solicitor fees
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2
AZ
05/19/2023 - Present
Creativeone Wealth, LLC (Scottsdale AZ)
NY
02/16/1993 - 03/31/1993
OPPENHEIMER & CO., INC. (NEW YORK NY)
IA
Issued 03/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2009
Series 30 - NFA Branch Manager Examination
BC
Issued 08/31/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/19/2010
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 02/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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