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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mike? Claim Your ProfileMike Camilo Toledo is an investment advisor representative associated with Snowden Capital Advisors LLC. Mike has been in the industry since 1992. He has a Series 7, Series 6, Series 63, and Series 65. Mike is registered in 16 states. Mike provides financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisers.
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.
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2
NY
04/20/2021 - Present
Snowden Capital Advisors LLC (New York NY)
NY
11/13/2009 - 04/22/2021
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
09/18/1996 - 11/17/2009
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NA
08/01/1994 - 09/18/1996
CHEMICAL INVESTMENT SERVICES CORP.
NY
03/25/1994 - 08/01/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MA
08/17/1992 - 02/04/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/17/1992 - 02/04/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 03/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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