Unclaimed Profile

Michael David Hakerem

TRIANGLE SECURITIES WEALTH MANAGEMENT·RALEIGH, North Carolina

Series 7, Series 16, Series 24, Series 63, Series 65Clean record21 years registeredTRIANGLE SECURITIES WEALTH MANAGEMENT

1301 ANNAPOLIS DRIVE, RALEIGH, NC 27608CRD# 2601339Firm CRD# 148156

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael David Hakerem · RALEIGH, NC

Registration

CRD #2601339 · TRIANGLE SECURITIES WEALTH MANAGEMENT · 21 years registered

Brand Profile

Not yet started

Career History

KINGSWOOD WEALTH ADVISORS, LLC

Sep 2024 – present

EUDAIMONIA PARTNERS, LLC

Nov 2018 – Sep 2024

Raleigh, NC

HAYDEN ROYAL

Jun 2017 – Oct 2018

Raleigh, NC

EMPOWERED PORTFOLIOS, LLC

Jul 2015 – Jun 2017

RALEIGH, NC

TRIANGLE SECURITIES WEALTH MANAGEMENT

May 2009 – Jun 2014

RALEIGH, NC

TRIANGLE SECURITIES, LLC

Apr 2005 – Dec 2010

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 16

Series 24

Series 63

Series 65

Registration record

First registered · April 5, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRIANGLE SECURITIES WEALTH MANAGEMENT, INC

CRD 148156 · SEC 801-69531

AUM

$1.1B

Regulatory assets under management

Employees

1,085 client accounts

Services offered by TRIANGLE SECURITIES WEALTH MANAGEMENT, INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at TRIANGLE SECURITIES WEALTH MANAGEMENT, INC →

Introduction

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Frequently Asked Questions

What services does Michael David Hakerem offer?

Michael David Hakerem specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in RALEIGH, North Carolina for a consultation.

What are Michael David Hakerem's credentials?

Michael David Hakerem is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael David Hakerem located?

Michael David Hakerem is based in RALEIGH, North Carolina, working with TRIANGLE SECURITIES WEALTH MANAGEMENT. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does Michael David Hakerem charge for services?

Michael David Hakerem's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRIANGLE SECURITIES WEALTH MANAGEMENT?

TRIANGLE SECURITIES WEALTH MANAGEMENT has approximately 13 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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