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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Paul Nemetz is a financial advisor with over 29 years of experience in the industry. Michael is registered with LPL Enterprise, LLC, and currently holds registrations with the states of Arizona, Missouri and Texas. Michael also has previous experience with ALLSTATE FINANCIAL SERVICES, LLC, WASHINGTON SQUARE SECURITIES, INC. and CARILLON INVESTMENTS, INC. Michael provides a range of services including financial planning, consulting and other non-discretionary advisory services, and portfolio management for businesses and individuals. Michael is also a registered representative and holds the Series 6, 7 and 65 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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
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2
MO
11/14/2024 - Present
LPL Enterprise, LLC (ST LOUIS MO)
MO
09/05/2001 - 03/28/2017
ALLSTATE FINANCIAL SERVICES, LLC (ST LOUIS MO)
CT
10/17/1995 - 09/10/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
OH
02/18/1994 - 10/16/1995
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
IA
Issued 08/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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