Unclaimed
Michael William Xirinachs is a Registered Representative and Investment Advisor Representative with Level Four Advisory Services and Level Four Capital Management, both based in Dallas, Texas. Michael has been in the industry since 2014 and specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. Michael holds Series 7, Series 63, Series 55, and Series 65 licenses as well as the SIE exam. Michael previously worked for LPL Financial LLC, COWEN EXECUTION SERVICES LLC, and CONVERGEX EXECUTION SOLUTIONS LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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 fees - portion of assets managed by other advisors
1
2
TX
08/22/2017 - Present
Level Four Advisory Services (DALLAS TX)
TX
10/12/2017 - 12/10/2020
LPL FINANCIAL LLC (DALLAS TX)
CA
01/10/2014 - 07/26/2017
COWEN EXECUTION SERVICES LLC (El Segundo CA)
IA
Issued 08/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2014
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 02/05/2015
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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