Unclaimed
Michael Pedlow is a financial advisor at Kestra Advisory Services, LLC. Michael is based in Austin, Texas. Michael has been in the industry since 2005 and has experience in financial planning, portfolio management, and pension consulting. Michael is registered to provide investment advisory services in Texas and holds the Series 7, Series 63, Series 66, Series 14, and Series 24 licenses. Michael is an experienced professional with a passion for helping clients achieve their financial goals.
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.
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.
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
TX
04/19/2016 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
FL
05/25/2005 - 06/17/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
01/04/2005 - 05/18/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 02/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 03/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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