Unclaimed
Michael Nathaniel Macias is an investment advisor representative with Frost Investment Services. Michael has over 5 years of experience in the financial services industry. Michael holds the Series 7, 63, and 65 licenses. Michael's areas of expertise include financial planning, portfolio management for individuals, and portfolio management for businesses. Michael is registered with the state of Texas.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
04/12/2024 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
08/15/2022 - 04/08/2024
CUSO FINANCIAL SERVICES, L.P. (Ft Worth TX)
TX
06/03/2019 - 08/11/2022
NYLIFE SECURITIES LLC (SAN ANTONIO TX)
IA
Issued 01/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/02/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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