Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Koltz is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Avantax Advisory Services and provides financial planning, retirement planning, income planning, insurance planning, and business succession planning services. Michael has a strong track record of success in helping individuals and families achieve their financial goals. Michael has previously held positions at LPL Financial LLC, Invest Financial Corporation, Fifth Third Securities, Inc., Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley Smith Barney.
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
GA
06/20/2024 - Present
Avantax Advisory Services (AUGUSTA GA)
GA
02/14/2018 - 06/24/2024
LPL FINANCIAL LLC (AUGUSTA GA)
GA
08/28/2017 - 02/14/2018
INVEST FINANCIAL CORPORATION (AUGUSTA GA)
GA
02/20/2015 - 08/29/2017
FIFTH THIRD SECURITIES, INC. (AUGUSTA GA)
GA
08/10/2012 - 11/05/2014
WELLS FARGO ADVISORS, LLC (AUGUSTA GA)
GA
07/20/2009 - 08/13/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUGUSTA GA)
GA
06/01/2009 - 08/11/2009
MORGAN STANLEY SMITH BARNEY (AUGUSTA GA)
GA
11/19/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (AUGUSTA GA)
BOTH
Issued 12/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/28/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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