Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Michaels is an Investment Advisor Representative at Homrich Berg. He is a licensed advisor in Maryland and has been in the industry since 2022. Andrew holds the Series 66, 7TO, and SIE licenses. He specializes in providing financial planning and portfolio management for individuals, families, businesses, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Bill pay services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
01/22/2025 - Present
Homrich Berg (Towson MD)
BOTH
Issued 10/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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