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Michael John Kreft

Palmetto Coast Advisors, Inc.

Mt. Pleasant, SC

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Current Employers
Palmetto Coast Advisors, Inc.

210 Wingo Way Suite 400, Mt. Pleasant, SC 29464 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-11-16
SC RA APPROVED 2015-09-09
  • TX RA
    APPROVED_RES
    Since 2020-11-16
  • SC RA
    APPROVED
    Since 2015-09-09

Branch Locations

210 Wingo Way Suite 400, Mt. Pleasant, SC 29464 • 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
Palmetto Coast Advisors Charleston SC 09/2015 Present
  • 09/2015 → Present
    Palmetto Coast Advisors
    Charleston, SC
Previous Registrations
  • 2011-01-25 → 2015-09-23
    Concourse Financial Group Securities, Inc.
    Charleston, SC
  • 2009-09-04 → 2011-01-20
    Charleston, SC
    Charlotte, NC
  • 2009-02-09 → 2009-09-04
    Transamerica Financial Advisors, Inc.
    Charleston, SC
  • 2008-01-18 → 2008-09-10
    Cetera Advisors Llc
    Greenwood Village, CO
    Crestwood, KY
    Mt Pleasant, SC
    Charleston, SC
Other Businesses

KREFT FINANCIAL, INC. POSITION: PRODUCER NATURE: INSURANCE PLANNING & SALES, INVESTMENT RELATED: YES, NUMBER OF HOURS: 20 PER MONTH OR LESS DURING TRADING HOURS, INVESTMENT RELATED START DATE: 01/24/2014, ADDRESS: 925-B WAPPOO ROAD, PO BOX 31058, CHARLESTON SC 29407, DESCRIPTION: INSURANCE PLANNING, INSURANCE PRODUCER: CONSULTATION AND SALES OF LIFE, LONG-TERM CARE, DISABILITY AND HEALTH INSURANCE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-12-10
S63 Uniform Securities Agent State Law Examination 2006-07-19
  • S65 Uniform Investment Adviser Law Examination
    2007-12-10
  • S63 Uniform Securities Agent State Law Examination
    2006-07-19
Designations
Other Names
  • Mike Kreft
  • Mike John Kreft

View on SEC IAPD

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