Unclaimed
Michael Burton is a financial advisor with over 23 years of experience in the industry. Michael is registered with Aegis Capital Corp. and has a strong track record of providing financial guidance to a wide range of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Michael's expertise includes portfolio management, financial planning, and investment advice. Michael is committed to providing personalized financial solutions that meet the unique needs of each client.
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.
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.
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2
CA
10/23/2023 - Present
Aegis Capital Corp. (Dana Point CA)
NY
03/23/2000 - 12/31/2003
CADARET, GRANT & CO., INC. (SYRACUSE NY)
BOTH
Issued 05/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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