Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ames is a financial advisor at Stonex Advisors Inc. Michael has been in the financial industry since 2011. Michael has been registered with Stonex Advisors Inc. since 2020. Previously, Michael worked at Fifth Third Securities, Inc., SunTrust Investment Services, Inc., and Vanguard Marketing Corporation. Michael holds the Series 6, Series 7, Series 63, and Series 66 securities licenses. Michael has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Michael's areas of specialization include financial planning, portfolio management, and pension consulting.
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.
Financial 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.
1
2
AL
08/03/2020 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
NC
03/31/2015 - 08/07/2020
FIFTH THIRD SECURITIES, INC. (CORNELIUS NC)
NC
01/02/2014 - 03/17/2015
SUNTRUST INVESTMENT SERVICES, INC. (HUNTERSVILLE NC)
NC
03/14/2012 - 01/13/2014
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
03/08/2011 - 02/17/2012
FIFTH THIRD SECURITIES, INC. (CORNELIUS NC)
BOTH
Issued 01/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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