Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gore is a financial advisor with over 20 years of experience in the financial services industry. Michael has held positions at several firms including CETERA ADVISOR NETWORKS LLC, WALNUT STREET SECURITIES, INC., NATHAN & LEWIS SECURITIES, INC. and MONEY CONCEPTS CAPITAL CORP. Michael currently works at Polaris Investment Advisors, LLC, a Registered Investment Advisor firm specializing in providing financial advisory services to a variety of clients, including individuals, corporations and charitable organizations. Michael specializes in portfolio management, financial planning, pension consulting and selection of other advisors. Michael is a Personal Financial Specialist and holds the Series 6, 7, 63 and 66 licenses.
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.
A percentage of the total value of assets under management is charged.
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2
NH
12/26/2023 - Present
Polaris Investment Advisors, LLC (BELMONT NH)
MA
09/03/2013 - 12/14/2021
CETERA ADVISOR NETWORKS LLC (FRAMINGHAM MA)
MA
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (FRAMINGHAM MA)
NY
11/15/1999 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
FL
06/04/1999 - 09/21/1999
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
BOTH
Issued 07/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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