Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael William Klekas

Wilson-Davis & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael William Klekas

Michael William Klekas is a securities professional with over 30 years of experience in the financial industry. Michael is currently registered with Wilson-Davis & CO., Inc. in Salt Lake City, Utah. Michael has held previous roles at several firms including ACAP FINANCIAL INC., WASATCH STOCK TRADING, INC., FITZGERALD, DEARMAN & ROBERTS, INC., EQUITY-ONE CORPORATION, JOHNSON-BOWLES COMPANY INC, SOUTHEAST SECURITIES OF FLORIDA, INC., and E. J. PITTOCK & CO., INCORPORATED. Michael is licensed in California, Florida, Idaho, Nevada, New Jersey, New York, and Utah. Michael is a Series 7, Series 55, Series 57TO, and Series 63 licensed representative.

Firm Information

Michael Klekas is currently registered with Wilson-Davis & CO., Inc.. Wilson-Davis & CO., Inc. is a Corporation formed in 1968 and is registered in 53 states and the SEC. They have been involved in 57 regulatory events and 1 arbitration case.

Not reported

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Klekas’s Registration & Firm History

UT

09/23/2002 - Present

Wilson-Davis & CO., Inc. (SALT LAKE CITY UT)

UT

06/22/1995 - 09/24/2002

ACAP FINANCIAL INC. (SALT LAKE CITY UT)

NA

07/05/1990 - 09/30/1993

WASATCH STOCK TRADING, INC.

NA

01/02/1987 - 01/12/1990

FITZGERALD, DEARMAN & ROBERTS, INC.

NA

06/05/1985 - 01/02/1987

EQUITY-ONE CORPORATION

NA

04/19/1984 - 06/27/1985

JOHNSON-BOWLES COMPANY INC

NA

07/08/1983 - 04/03/1984

SOUTHEAST SECURITIES OF FLORIDA, INC.

NA

02/09/1983 - 03/21/1983

E. J. PITTOCK & CO., INCORPORATED

Not sure if Michael William Klekas is right for you?

Licenses & Designations

BC

Issued 04/15/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 06/19/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Michael William Klekas. Review regulatory record here.
Not sure if Michael William Klekas is right for you?