Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Carter is a financial advisor with over 30 years of experience in the industry. Michael is registered with Money Concepts Capital Corp. in Palm Beach Gardens, Florida, and holds a Series 6, 7, 24, 63 and 65 licenses. Michael has been with Money Concepts Capital Corp. since 1994. Michael also holds the Certified Financial Planner designation.
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.
General consulting services
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.
Solicitor fee
1
2
FL
02/26/2024 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
MN
08/10/1989 - 03/08/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/10/1989 - 03/08/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
12/16/1987 - 07/29/1989
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NA
12/16/1985 - 06/08/1987
PRUCO SECURITIES CORPORATION
NA
09/11/1984 - 09/25/1984
PRUCO SECURITIES CORPORATION
NA
12/22/1981 - 07/09/1984
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
IA
Issued 06/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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