Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lee Escobar is a financial advisor at Avantax Advisory Services. Michael has been in the financial services industry since 2011. Michael holds Series 6, 7, 63 and 65 licenses. Michael is registered with the state of Texas and several other states. Michael provides financial planning, portfolio management for individuals and businesses, and pension consulting services to clients.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
05/19/2022 - Present
Avantax Advisory Services (COLLEYVILLE TX)
TX
03/09/2015 - 05/18/2022
SAGEPOINT FINANCIAL, INC. (COLLEYVILLE TX)
TX
10/01/2014 - 02/23/2015
SUMMIT BROKERAGE SERVICES, INC. (KELLER TX)
SC
08/15/2014 - 09/17/2014
LPL FINANCIAL LLC (FORT MILL SC)
TX
01/25/2011 - 08/22/2014
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (ARLINGTON TX)
IA
Issued 05/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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