Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Baer is a registered representative with Arkadios Wealth Advisors. Michael has been in the industry since 2018 and has experience in the securities industry. Michael has passed the Series 7, Series 66, and SIE exams. Michael also has insurance experience as a producer with TBAER WEALTH MANAGEMENT.
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.
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.
1
2
PA
08/17/2022 - Present
Arkadios Wealth Advisors (Erie PA)
PA
12/10/2018 - 08/24/2022
KALOS CAPITAL, INC. (Erie PA)
PA
04/04/2018 - 12/07/2018
MADISON AVENUE SECURITIES, LLC (ERIE PA)
BOTH
Issued 08/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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