Michael Bucceri (CRD# 1970612) is an Investment Advisor Representative working at Course Management Investment Advisors, LLC in Pinehurst, NC and has over 34 years of experience in the finance industry.
CRD# 5829233
Stalwart Financial Planning
CRD# 4455033
Charles Schwab & Company, Inc.
CRD# 5377749
Wealthshield Partners, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fortress Private Ledger, LLC | Raleigh, NC | May 2022 - Current | 2 |
Course Management Investment Advisors, LLC | Pinehurst, NC | May 2020 - Current | 4 |
Lpl Financial, LLC | Pinehurst, NC | Mar 2020 - May 2022 | 2 |
Lpl Financial LLC | Pinehurst, NC | Mar 2020 - May 2020 | < 1 |
Nationwide Investment Services Corporation | Columbus, OH | Apr 2010 - Mar 2020 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1989 |
S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
- NC
- SC
- TX
- VA
-
Total Assets Under Management75MILLIONS
-
Total Number of Accounts374ACCOUNTS
-
Average Account Value$200,260
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NC, SC, TX, VA
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