Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jude Peschel is a financial advisor with Concurrent Investment Advisors, LLC, based in Tampa, Florida. Michael has been in the financial services industry since 1995. Michael holds Series 63, 65, 7 and SIE licenses. Michael's previous experience includes roles at Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC. Concurrent Investment Advisors, LLC is a registered investment advisor with a strong focus on providing financial planning and investment management services to individuals, high-net-worth individuals, 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your 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.
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
04/27/2023 - Present
Concurrent Investment Advisors, LLC (Dallas TX)
TX
04/30/2019 - 05/12/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
TX
03/31/1997 - 05/06/2019
WELLS FARGO CLEARING SERVICES, LLC (DALLAS TX)
CA
09/14/1995 - 03/19/1997
THE BOSTON GROUP (LOS ANGELES CA)
IA
Issued 05/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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