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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 Tsiaklides is a financial advisor registered with Kingswood Wealth Advisors, LLC. Michael is also a registered Investment Advisor Representative in Illinois and Missouri. Michael has over 20 years of experience in the financial services industry. He is a Certified Financial Planner™ professional and has earned his Series 7, Series 27, and Series 63 licenses. Michael is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their specific needs. Prior to joining Kingswood Wealth Advisors, LLC, Michael was affiliated with SA Stone Wealth Management Inc. and Quest Capital Strategies, Inc.
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.
Hourly consulting
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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CA
09/27/2022 - Present
Kingswood Wealth Advisors, LLC (SAN DIEGO CA)
MO
12/06/2019 - 09/27/2022
SA STONE WEALTH MANAGEMENT INC. (St Louis MO)
CA
11/04/2016 - 12/06/2019
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
MO
10/09/2013 - 08/03/2016
OAKBRIDGE FINANCIAL SERVICES (ST. LOUIS MO)
MO
01/25/2010 - 09/13/2013
H.D. VEST INVESTMENT SERVICES (SAINT LOUIS MO)
MO
06/16/2003 - 12/31/2009
CUTTER & COMPANY, INC. (ST. LOUIS MO)
TX
07/08/2002 - 07/16/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
MO
03/07/2000 - 06/05/2000
FORSYTH SECURITES, INC. (KIRKWOOD MO)
MO
12/04/1998 - 08/27/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 11/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2000
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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