Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Pendergrass is a registered investment advisor representative with Planmember Securities Corp. based in Oviedo, Florida. Michael has been active in the securities industry since 2022 and has passed the Series 65, Series 6TO, and SIE exams. Michael is also registered as an investment advisor representative in Florida. Michael's specializations include retirement planning, financial planning, pension consulting, and educational seminars. Michael's experience includes working with individuals, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/11/2024 - Present
Planmember Securities Corp. (OVIEDO FL)
IA
Issued 06/10/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Michael Pendergrass is the right advisor for you? Invested Better is here to help.
