Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dolce is an active investment advisor representative with Edward Jones in ALLENDALE, MI. Michael has been in the industry since 1996 and holds the Series 7, Series 24, and Series 66 licenses. Michael has experience with Northwestern Mutual Investment Services, LLC, REGULUS ADVISORS, LLC, AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC., SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., HORACE MANN INVESTORS INC, THE OHIO COMPANY, and KENT KING SECURITIES CO., INC.
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.
See schedule d - miscellaneous
1
2
MI
05/08/2024 - Present
Edward Jones (ALLENDALE MI)
MI
02/16/2016 - 07/08/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GRAND RAPIDS MI)
MI
01/14/2014 - 07/31/2015
REGULUS ADVISORS, LLC (KENTWOOD MI)
MI
03/27/2009 - 12/31/2013
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (KENTWOOD MI)
MI
10/31/2005 - 03/30/2009
SAGEPOINT FINANCIAL, INC. (KENTWOOD MI)
AZ
06/10/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IL
03/08/1995 - 06/05/2002
HORACE MANN INVESTORS INC (SPRINGFIELD IL)
OH
07/08/1993 - 03/07/1994
THE OHIO COMPANY (CINCINNATI OH)
MI
02/19/1993 - 07/02/1993
KENT KING SECURITIES CO., INC. (GRAND RAPIDS MI)
BOTH
Issued 04/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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