Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Morin is a financial advisor with over 9 years of experience in the industry. Michael currently works with Capital Management of the Carolinas, LLC. Michael's past affiliations include Fidelity Distributors Company LLC and Pyramus Distributors Corporation LLC. Michael is registered with FINRA and the state of North Carolina. Michael is a licensed Series 63, 51, 24, SIE, and 7.
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.
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.
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NC
10/16/2023 - Present
Capital Management OF THE Carolinas, LLC (CHARLOTTE NC)
NH
05/12/2016 - 10/03/2022
FIDELITY DISTRIBUTORS COMPANY LLC (MERRIMACK NH)
NH
06/22/2013 - 05/12/2016
PYRAMIS DISTRIBUTORS CORPORATION LLC (MERRIMACK NH)
BC
Issued 10/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/29/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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