Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kellen Naki is a financial advisor with over 30 years of experience in the financial services industry. Michael is currently registered with Financial Advocates Investment Management in California and Washington. Prior to joining Financial Advocates Investment Management, Michael was a registered representative with Financial Telesis Inc., Financial Network Investment Corporation, ABD Financial Services, Inc., Aetna Investment Services, Inc., Aetna Life Insurance and Annuity Company, Aetna Capital Management, Inc. and Allmerica Investments, Inc. Michael has a Series 6, 7, 24, 63, and 65 licenses and has specialized expertise in the areas of Financial Planning, Portfolio Management for Individuals and Businesses, Pension Consulting. Michael works with a wide range of clients including individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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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WA
12/20/2012 - Present
Financial Advocates Investment Management (OLYMPIA WA)
CA
03/15/2006 - 03/19/2012
FINANCIAL TELESIS INC (ROSEVILLE CA)
CA
08/16/1994 - 12/31/2005
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
07/01/2003 - 07/20/2005
ABD FINANCIAL SERVICES, INC. (REDWOOD CITY CA)
CT
10/15/1993 - 09/08/1994
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
10/01/1992 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
CT
09/30/1992 - 10/15/1993
AETNA CAPITAL MANAGEMENT, INC. (HARTFORD CT)
MA
12/14/1990 - 09/09/1992
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 06/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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