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Michael E Mcclimon

Fmsa

Clive, IA

Delray Beach, FL

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Current Employers
Fmsa

Delray Beach, FL • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2019-04-18
  • IA RA
    APPROVED
    Since 2019-04-18

Branch Locations

7400 University Ave, Ste E, Clive, IA 50325 • United States

Delray Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gwn Securities Inc. Palm Beach Gardens FL 09/2004 11/2018
Financial Management Services Of America Lafayette LA 11/2018 Present
  • 09/2004 → 11/2018
    Palm Beach Gardens, FL
  • 11/2018 → Present
    Financial Management Services Of America
    Lafayette, LA
Previous Registrations
  • 2004-09-08 → 2018-11-01
    Clive, IA
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
    Des Moines, IA
  • 2004-08-30 → 2004-09-08
    Des Moines, IA
  • 1999-01-01 → 2003-08-12
    Msi Financial Services, Inc.
    Minnetonka, MN
Other Businesses

INSURANCE NETWORK AMERICA POSITION: AGENT NATURE: LIFE INSURANCE AND ANNUITIES INVESTMENT RELATED: NO NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 5 START DATE: 04/02/2012 ADDRESS: 1487 S. DAVID LANE, BOISE ID 83705 DESCRIPTION: LIFE INSURANCE AND ANNUITIES 2. TAX SERVICES SERVICES BEGAN 7/1/13. THE SERVICE WILL BE/HAVE BEEN PERFORMED IN OUR OFFICE AT 7400 UNIVERSITY AVE. SUITE E, CLIVE, IA 50325 HOUR OF THESE SERVICES AND TIME DEVOTED TO THIS SERVICE VARIES DEPENDING ON NEED. MICHAEL MCCLIMON IS THE OWNER/OPERATOR. WE FILE AND PREPARE TAXES FOR INDIVIDUALS AND COUPLES. 3. COMPLETING AND SUBMITTING THE FAFSA APPLICATION FOR NEW AND CONTINUING COLLEGE STUDENTS. BEGAN 7/1/13 AT OUR OFFICE OF: 7400 UNIVERSITY AVE, SUITE E, CLIVE, IA 50325 MICHAL MCCLIMON IS THE OWNER/OPERATOR. HOURS/TIME VARIES DEPENDING ON NEED OF THIS SERVICE. TAX SERVICE POSITION: PRESIDENT/OWNER NATURE: TAX SERVICES INVESTMENT RELATED: NO NUMBER OF HOURS: 50 INVESTMENT RELATED HOURS: 10 START DATE: 07/01/2013 ADDRESS: 7400 UNIVERSITY AVE., SUITE E, CLIVE, IA 50325 DESCRIPTION: FILING, OR DOING AMENDMENTS TO CURRENT AND PAST YEAR TAX RETURNS.EDUCATING THE CLIENT ABOUT TAXES. FAFSA FEDERAL FINANCIAL AID ASSISTANCE POSITION: PRESIDENT/OWNER NATURE: FAFSA FEDERAL AID ASSISTANCE APPLICATION  INVESTMENT RELATED: NO NUMBER OF HOURS: 25 INVESTMENT RELATED HOURS: 5 START DATE: 07/01/2013 ADDRESS: 7400 UNIVERSITY AVE., SUITE E, CLIVE IA 50325 DESCRIPTION: ASSISTING NEW AND CURRENT COLLEGE STUDENTS WITH THEIR FAFASA COLLEGE AID APPLICATION. COMPLETING THEIR APPLICATION AND SUBMITTING THE APPLICATION FOR THE CLIENT.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-05-15
  • S63 Uniform Securities Agent State Law Examination
    1996-05-15
Other Names
  • Michael Emmanuel Mcclimon

View on SEC IAPD

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