Unclaimed
Michael Mahoney is a financial advisor with Equity Services, Inc. Michael has been working in the financial services industry since 2013. Michael has experience with a variety of firms including Edward Jones, The O.N. Equity Sales Company, Investcorp, Inc. and AEGIS CAPITAL CORP. Michael is registered with FINRA and is also a registered investment advisor in Georgia. Michael is licensed to provide financial advice in California, Georgia and Texas. In addition to providing investment advice, Michael also offers fixed insurance. Michael is dedicated to providing his clients with the highest quality financial advice.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
10/01/2020 - Present
Equity Services, Inc. (ATLANTA GA)
GA
02/07/2020 - 10/19/2020
AEGIS CAPITAL CORP. (ATLANTA GA)
GA
01/02/2018 - 03/06/2020
INVESTACORP, INC. (ATLANTA GA)
GA
02/13/2015 - 12/31/2017
THE O.N. EQUITY SALES COMPANY (Atlanta GA)
GA
09/16/2013 - 01/09/2015
EDWARD JONES (ALPHARETTA GA)
BOTH
Issued 10/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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