Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Guidry is an experienced financial advisor with over 25 years in the industry. Michael is registered with Arkadios Wealth Advisors and has held previous roles with LPL Financial LLC, H.D. Vest Investment Services, Primevest Financial Services, Inc., Whitney Securities, L.L.C. and Hancock Investment Services, Inc. Michael offers financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, high-net-worth individuals, and corporations. Michael is licensed in Arkansas, Connecticut, Florida, Georgia, Louisiana, Massachusetts, Mississippi, New York, North Carolina, Oklahoma, South Carolina, Texas, and 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.
Guidance on pension options to ensure a secure financial future.
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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LA
06/20/2024 - Present
Arkadios Wealth Advisors (NEW ORLEANS LA)
LA
02/26/2014 - 06/25/2024
LPL FINANCIAL LLC (NEW ORLEANS LA)
LA
12/20/2012 - 02/20/2014
H.D. VEST INVESTMENT SERVICES (NEW ORLEANS LA)
FL
04/04/2007 - 06/06/2011
PRIMEVEST FINANCIAL SERVICES, INC. (DESTIN FL)
TX
02/15/2001 - 02/27/2007
WHITNEY SECURITIES, L.L.C. (HOUSTON TX)
LA
10/12/1998 - 01/30/2001
HANCOCK INVESTMENT SERVICES, INC. (NEW ORLEANS LA)
NA
06/06/1996 - 08/06/1998
MARQUIS INVESTMENTS, L.L.C.
IA
Issued 05/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2014
Series 24 - General Securities Principal Examination
BC
Issued 11/19/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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