Michael Ames (CRD# 5893669) is an Investment Advisor Representative working at Stonex Advisors Inc. in Cornelius, NC and has over 13 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stonex Securities Inc. | Cornelius, NC | Aug 2020 - Current | 3 |
| Stonex Advisors Inc. | Cornelius, NC | Aug 2020 - Current | 3 |
| Fifth Third Securities | Cornelius, NC | Mar 2015 - Aug 2020 | 5 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Jan 2014 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- NC
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Total Assets Under Management3,316MILLIONS
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Total Number of Accounts14,019ACCOUNTS
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Average Account Value$236,519
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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