Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McPeek is an investment advisor representative with Prosperity Wealth Management, Inc. based in Sylvania, OH. Michael has been in the industry since 1994. Michael offers financial planning, portfolio management for individuals and selection of other advisors. Michael holds Series 6, 7, 24, 63 and 65 licenses. Michael has been registered with Prosperity Wealth Management, Inc. since 2020. Michael also serves as an independent insurance agent for P&C fixed insurance sales, life, health, fixed and indexed annuities.
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.
Helps you choose top advisors aligned with your financial 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.
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
OH
01/06/2020 - Present
Prosperity Wealth Management, Inc. (Sylvania OH)
OH
05/14/2014 - 07/23/2015
PARK AVENUE SECURITIES LLC (SYLVANIA OH)
OH
12/17/2010 - 04/16/2014
J.W. COLE FINANCIAL, INC. (SYLVANIA OH)
OH
05/22/2008 - 12/08/2008
HORNOR, TOWNSEND & KENT, INC. (SYLVANIA OH)
OH
03/07/2006 - 05/02/2008
NEW ENGLAND SECURITIES (SYLVANIA OH)
NE
06/03/2003 - 03/13/2006
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
05/31/2001 - 06/03/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
OH
05/30/2000 - 05/29/2001
VESTAX SECURITIES CORPORATION (HUDSON OH)
OH
03/15/1999 - 05/26/2000
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MA
07/01/1996 - 03/15/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MO
06/22/1995 - 06/25/1996
FFP SECURITIES, INC. (CHESTERFIELD MO)
SD
12/05/1994 - 06/28/1995
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
CA
09/11/1992 - 12/01/1994
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
IA
Issued 07/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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