Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ramon Delao is a financial professional with over 25 years of experience in the financial services industry. Michael currently works as a financial advisor at St. Bernard Financial Services, Inc., where Michael has been registered since October 2016. Prior to joining St. Bernard Financial Services, Inc., Michael worked at a variety of firms including IFS Securities, Century Securities Associates, Inc., Southwest Securities, Inc., Riverstone Wealth Management, Inc., Morgan Keegan & Company, Inc., First Union Securities, Inc., Principal Financial Securities, Inc., and Dickinson & Co. Michael is registered in California, Idaho, Texas, and Washington. Michael is a Series 63 and Series 65 licensed advisor and is also Series 7 and SIE certified. Michael specializes in portfolio management for businesses and individuals and is known for providing educational seminars to clients.
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.
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.
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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2
AR
10/31/2016 - Present
ST. Bernard Financial Services, Inc. (RUSSELLVILLE AR)
GA
06/30/2016 - 08/18/2016
IFS SECURITIES (ATLANTA GA)
TX
07/31/2009 - 09/16/2015
CENTURY SECURITIES ASSOCIATES, INC. (GEORGETOWN TX)
TX
02/04/2005 - 08/31/2009
SOUTHWEST SECURITIES, INC. (AUSTIN TX)
TX
11/01/2002 - 02/08/2005
RIVERSTONE WEALTH MANAGEMENT, INC. (AUSTIN TX)
TN
07/31/2000 - 11/06/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
MO
05/13/1997 - 08/23/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
TX
02/17/1995 - 05/19/1997
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
IA
10/14/1993 - 02/24/1995
DICKINSON & CO. (DES MOINES IA)
IA
Issued 09/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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