Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael William Poole is a financial advisor with PCE Investment Bankers, Inc., a firm with offices in WINTER PARK, FL and Ridgewood, NJ. Michael has been in the industry since 1998. Michael is registered to conduct business in Florida. He is a Series 7, Series 24, Series 28, Series 79TO, Series 99TO, and SIE licensed professional.
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.
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.
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2
FL
10/07/1998 - Present
PCE Investment Bankers, Inc. (WINTER PARK FL)
FL
11/22/1996 - 06/18/1997
ALLEN C. EWING & CO. (JACKSONVILLE FL)
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 02/09/1998
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 11/12/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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