Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Capell is a financial advisor with over 39 years of experience in the industry. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and has been with Navy Federal Investment Services, LLC since 2006. Michael is registered to provide investment advice in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Kansas, Louisiana, Maine, Maryland, Massachusetts, Michigan, Missouri, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Virginia, Washington, and West Virginia.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
06/12/2024 - Present
Navy Federal Investment Services, LLC (VIENNA VA)
VA
02/21/2002 - 07/03/2006
CUNA BROKERAGE SERVICES, INC. (NORFOLK VA)
GA
05/26/2000 - 01/07/2002
SUNTRUST SECURITIES, INC. (ATLANTA GA)
VA
01/26/1996 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
PA
06/24/1993 - 01/22/1996
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NJ
08/17/1984 - 06/01/1993
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 02/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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