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Michael Zuniga Magat

Weild & Co.

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About Michael Zuniga Magat

Michael Zuniga Magat is a financial advisor with over 20 years of experience. Michael currently works at Weild & Co. in Boulder, Colorado. Michael has a diverse background in the financial services industry with previous experience at several firms including FINANCIAL WEST GROUP, WESTCAP SECURITIES, INC. and FIRST ALLIED SECURITIES, INC. Michael is licensed to sell securities in multiple states including California, Colorado, Florida, Louisiana, New York, Texas and Washington.

Firm Information

Michael Magat is currently registered with Weild & Co.. Weild & Co. is a Limited Liability Company formed on October 22, 2007. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, with one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

50

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.

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Michael Magat’s Registration & Firm History

CO

09/13/2018 - Present

Weild & Co. (BOULDER CO)

CA

09/23/2011 - 10/04/2016

FINANCIAL WEST GROUP (PASADENA CA)

CA

07/27/2004 - 02/01/2005

WESTCAP SECURITIES, INC. (IRVINE CA)

CA

02/11/2002 - 08/13/2002

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

CA

09/06/2000 - 02/11/2002

INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)

FL

05/24/1999 - 09/06/2000

BARRON CHASE SECURITIES, INC. (BOCA RATON FL)

CA

08/14/1998 - 04/30/1999

J.B. OXFORD & COMPANY (SHERMAN OAKS CA)

FL

10/16/1997 - 02/11/1998

BARRON CHASE SECURITIES, INC. (BOCA RATON FL)

NY

07/12/1996 - 12/03/1996

SMITH BARNEY INC. (NEW YORK NY)

NY

08/18/1995 - 09/12/1995

H.J. MEYERS & CO., INC. (ROCHESTER NY)

NJ

08/25/1995 - 09/01/1995

INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)

CA

03/30/1995 - 08/29/1995

THE BOSTON GROUP (LOS ANGELES CA)

NY

06/27/1994 - 06/15/1995

MEYERS SECURITIES CORPORATION (ROCHESTER NY)

NJ

02/09/1995 - 04/12/1995

A.S. GOLDMEN & CO., INC. (RED BANK NJ)

NA

02/01/1994 - 03/28/1994

ANNANDALE SECURITIES, INC.

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Licenses & Designations

BC

Issued 10/12/2011

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 03/22/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2011

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 06/24/1994

Series 7 - General Securities Representative Examination

BC

Issued 01/31/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Zuniga Magat. Review regulatory record here.
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