Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Shoniker is an Investment Advisor Representative with Excel Wealth Management, LLC. Michael has been in the financial industry since 2014. Michael holds a Series 63 and Series 65 license. Michael's focus is on providing financial planning and portfolio management services to individuals, high net worth individuals, and pension and profit-sharing plans. Michael is also a partner at StayAFloat Holdings LLC, a float spa franchise.
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.
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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NC
10/12/2024 - Present
Excel Wealth Management, LLC (CHARLOTTE NC)
Active
Inactive
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