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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Richard Gillis is a financial advisor with over 20 years of experience. Michael is currently registered with Beacon Pointe Advisors, LLC in Greensboro, NC and Newport Beach, CA. Prior to that, Michael was registered with ProEquities, INC. in Greensboro, NC. Michael is a Personal Financial Specialist and has passed the Series 66, Series 7, and SIE exams. Michael has a history of serving a diverse client base including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Michael provides financial planning, portfolio management, and consulting services.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
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NC
09/29/2021 - Present
Beacon Pointe Advisors, LLC (Greensboro NC)
NC
10/09/2001 - 12/13/2019
PROEQUITIES, INC. (GREENSBORO NC)
TX
10/13/1999 - 09/19/2001
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 11/18/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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