Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael MacIus is a financial advisor with Charter Advisory Corp., a registered investment advisor. Michael has been in the financial services industry since 2021. Michael holds Series 63, 66, 7TO, SIE, and 24 licenses. Michael offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Michael's firm also provides advisory services including financial planning, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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2
IN
12/20/2024 - Present
Charter Advisory Corp. (INDIANAPOLIS IN)
BC
Issued 06/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2021
Series 24 - General Securities Principal Examination
BC
Issued 02/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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