Unclaimed
Michael Redmond is an investment advisor representative with Diversify Advisory Services, LLC and Diversify Wealth Management, LLC. Michael is based in SANDY, UT. Michael is registered with the state of Delaware and Texas. Michael has a Series 6, 7, 63, 65 and SIE. Michael has been in the financial services industry since 1999. Michael has worked for several firms in the industry including WFG INVESTMENTS, INC., KESTRA INVESTMENT SERVICES, LLC, and Kestra Advisory Services, LLC. Michael's previous experience is a testament to his expertise and commitment to his clients. Michael offers a range of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
DE
10/04/2023 - Present
Diversify Advisory Services, LLC (LEWES DE)
DE
03/20/2017 - 10/21/2022
KESTRA INVESTMENT SERVICES, LLC (DOVER DE)
DE
03/17/2011 - 03/21/2017
WFG INVESTMENTS, INC. (DOVER DE)
DE
02/28/2001 - 03/18/2011
EQUITY SERVICES, INC. (DOVER DE)
NJ
03/23/1999 - 11/06/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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