Unclaimed
Michael Simic is a financial advisor who has been working in the industry since 1992. Michael is currently registered with Avantax Investment Services, Inc. in Parma, Ohio. Michael has previously worked at Questar Capital Corporation in Parma, Ohio, and H.D. Vest Investment Services in Dallas, Texas. Michael holds the Series 7, Series 66, and SIE licenses. Michael is registered to conduct business in Ohio.
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.
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.
1
2
OH
01/21/2010 - Present
Avantax Investment Services, Inc. (PARMA OH)
OH
09/06/2002 - 01/25/2010
QUESTAR CAPITAL CORPORATION (PARMA OH)
TX
01/13/1992 - 09/13/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BOTH
Issued 12/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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