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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 Koenig is a financial professional with over 20 years of experience in the industry. Michael is a Certified Financial Planner and specializes in financial planning, portfolio management, and pension consulting. Michael has a Series 65 license and is registered as an Investment Advisor Representative (IAR) with Firstrust in Florida and Georgia. Michael has been with Firstrust since 1999 and provides financial advice to a diverse clientele, including high-net-worth individuals, corporations, and pension plans. Michael’s experience and expertise have helped many 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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FL
11/05/2015 - Present
Firstrust (Daytona Beach FL)
IA
Issued 03/24/1998
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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