Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Volo is an investment advisor representative with Captrust. Michael has been in the industry since 1992 and has worked for several firms in the past. Michael is a registered Investment Advisor representative with Captrust in Florida, Massachusetts, and Texas. Michael is also registered as a broker-dealer in Florida, Massachusetts, and New York. Michael is a Series 6, 7, 26, 51, 63, and 65 licensed professional. Michael is also a Series 99TO and SIE licensed professional. Michael is a member of the Board of Directors of a non-profit that supports college students. Michael is also a part owner of a racehorse stable. Michael is also a licensed investment advisor representative in Massachusetts and 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.
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
MA
02/26/2021 - Present
Captrust (Boston MA)
MA
02/17/2011 - 07/07/2021
CAMMACK LARHETTE BROKERAGE, INC. (Wellesley MA)
RI
01/01/2008 - 02/01/2011
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
01/03/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
IL
10/19/2001 - 09/14/2005
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NY
03/19/1999 - 10/19/2001
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
CA
05/20/1996 - 07/24/1998
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
RI
10/26/1990 - 02/08/1996
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 10/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/01/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Volo is the right advisor for you? Invested Better is here to help.
