Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Deleon is a financial advisor who has been in the industry since 2010. Michael is currently registered with Captrust and has been with the firm since 2020. Michael has a wide range of experience in the financial services industry, including experience with First Allied Securities, Inc. Michael holds Series 63, 65, 7, and SIE licenses. Michael specializes in providing financial planning, investment management, and portfolio management services. Michael's clients include individuals, businesses, and institutions. Michael is committed to providing personalized financial advice that meets the unique needs of each client.
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.
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.
1
2
IN
05/06/2020 - Present
Captrust (Chesterton IN)
IN
10/08/2010 - 05/06/2020
FIRST ALLIED SECURITIES, INC. (CHESTERTON IN)
IA
Issued 02/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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