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Christine Michaletz

12 Years of Experience
BrokerSells Insurance

Christine Michaletz is a registered investment advisor, based in Atlanta, GA, with 12 years of industry experience.

Location

2800 Century Parkway Ne, Suite 650, Atlanta, GA, 30345

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christine is the COO and Investment Advisor Rep for DAI Wealth INC. and COO for DAI Agency, Inc., an insurance agency, taking up a full-time commitment for DAI Wealth INC. and a few hours per week for DAI Agency, Inc. Christine also manages several LLCs related to properties, aircraft, land management, a gun and archery club, and other holdings, dedicating minimal time to each.

Employment History
Current Registrations
Dai Securities, LLCBroker
April 2018 - Present · 8 yrs
Dai Wealth, LLC
June 2015 - Present · 10 yrs 10 mos
Previous Registrations
Concorde Investment Services, LLCBroker
October 2015 - April 2018 · 2 yrs 6 mos
Triad Advisors, INC.Broker
March 2013 - October 2015 · 2 yrs 7 mos
State Registrations1 state
MN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Christine Michaletz - Financial Advisor | TrueAdvisor