Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kuckel is an investment advisor representative with Oneascent Financial Services LLC. Michael is licensed in South Carolina. Michael has been in the financial services industry since June 2014. Michael earned the Chartered Financial Analyst designation and holds the Series 7, Series 65, and Series 66 securities licenses. Michael also holds the Securities Industry Essentials (SIE) Exam designation. Michael is associated with Oneascent Financial Services LLC in Inman, SC and Birmingham, AL. Michael's previous employer was Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greenville, SC.
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.
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.
Consulting
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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SC
12/20/2017 - Present
Oneascent Financial Services LLC (Inman SC)
SC
06/18/2014 - 12/19/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENVILLE SC)
BOTH
Issued 07/16/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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