Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Paul Kress is a financial advisor with over 20 years of experience in the financial services industry. Michael currently works with Delta Investment Management, LLC, and has held previous positions with Sanctuary Securities LLC, Thinkequity LLC, Banc of America Investment Services, Inc., Banc of America Securities LLC, Credit Suisse First Boston Corporation, and Donaldson, Lufkin & Jenrette Securities Corporation. Michael is registered in California as an Investment Advisor Representative and has a Series 63, Series 66, SIE, PC, Series 000, and Series 1 licenses. Michael specializes in providing financial planning and portfolio management services to high-net-worth individuals and individuals other than high-net-worth.
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.
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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CA
02/01/2018 - Present
Delta Investment Management, LLC (San Francisco CA)
CA
02/26/2013 - 05/05/2017
SANCTUARY SECURITIES LLC (SAN FRANCISCO CA)
CA
01/05/2005 - 12/17/2012
THINKEQUITY LLC (SAN FRANCISCO CA)
MA
08/15/2003 - 01/19/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
09/25/2002 - 09/16/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
11/03/2000 - 10/25/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NJ
04/17/1980 - 10/24/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 05/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1984
PC - AMEX Put and Call Exam
BC
Issued 08/21/1967
Series 000 - General Securities Principal Examination
BC
Issued 08/21/1967
Series 1 - Registered Representative Examination
Active
Inactive
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