Unclaimed
Michael Trent Ware is a registered representative with Geneos Wealth Management, Inc., in Addison, TX. Michael has been in the industry since 2003 and is also a Registered Investment Advisor. Michael is currently registered in 11 states and has passed the Series 6, 7, 63 and 66 exams. Prior to joining Geneos Wealth Management, Inc. Michael worked at Hornor, Townsend & Kent, LLC in Addison, TX and New England Securities in New York, NY.
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.
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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2
TX
10/30/2020 - Present
Geneos Wealth Management, Inc. (Addison TX)
TX
07/19/2004 - 11/02/2020
HORNOR, TOWNSEND & KENT, LLC (ADDISON TX)
NY
05/22/2003 - 07/01/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 05/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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