Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Beaulieu is a financial advisor who has been in the industry since 1998. Michael is currently registered with MAI Capital Management, LLC in Ponte Vedra Beach, FL. Previously, Michael was registered with FORESIDE FUND SERVICES, LLC in Ponte Vedra Beach, FL and FIDELITY BROKERAGE SERVICES LLC in Jacksonville, FL. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst. Michael specializes in providing financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Michael has over 20 years of experience in the financial services industry.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
FL
06/20/2014 - Present
MAI Capital Management, LLC (PONTE VEDRA BEACH FL)
FL
06/12/2014 - 03/26/2018
FORESIDE FUND SERVICES, LLC (Ponte Vedra Beach FL)
FL
12/11/1998 - 05/15/2014
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 07/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/25/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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