Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Orlando Rios is a registered representative with Pactolus, an investment advisor based in Vienna, Virginia. Michael has been in the financial services industry since 2021 and holds Series 7, 63, and 65 licenses. Michael is a qualified investment advisor representative with Pactolus. Michael's areas of expertise include financial planning, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles. Michael has worked with a wide range of clients, including high-net-worth individuals and pooled investment vehicles. Previous to joining Pactolus, Michael was a registered representative with Regulus Financial Group, LLC. Michael is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.
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.
Earned based on transactions or products sold.
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.
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2
VA
01/25/2024 - Present
Pactolus (VIENNA VA)
MD
08/21/2023 - 01/03/2024
REGULUS FINANCIAL GROUP, LLC (Kensington MD)
BC
Issued 01/07/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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