Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Morera is an Investment Advisor Representative at Virtue Capital Management, LLC. Michael has been in the securities industry for over 25 years and has a wide range of experience. Michael also provides financial planning and educational seminars. Michael is registered in California. Prior to joining Virtue Capital Management, LLC Michael worked at Regal Securities, Inc. in Middlebury, VT. Michael is a Registered Representative with Series 7, Series 3, and Series 66 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.
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
TN
08/06/2015 - Present
Virtue Capital Management, LLC (BRENTWOOD TN)
VT
07/06/2007 - 04/16/2015
REGAL SECURITIES, INC. (MIDDLEBURY VT)
VT
10/31/2006 - 07/02/2007
BROOKSTREET SECURITIES CORPORATION (MIDDLEBURY VT)
CA
05/26/2004 - 10/31/2006
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
CA
03/25/1992 - 06/17/2004
FIRST WALL STREET CORP. (LA JOLLA CA)
NY
02/23/1990 - 03/03/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CA
02/13/1990 - 03/06/1990
DIVERSIFIED SECURITIES, INCORPORATED (SEAL BEACH CA)
BOTH
Issued 04/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
Not sure Michael Morera is the right advisor for you? Invested Better is here to help.
