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Hal Joel Michels

Prosperity - AN Eisneramper Co.

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About Hal Joel Michels

Hal Joel Michels is a financial advisor registered with Prosperity - An Eisneramper Co. Hal has been in the financial industry since 1999 and has experience working with high-net-worth individuals, corporations, and charitable organizations. Hal is also a Certified Public Accountant (CPA) and provides tax preparation services. Hal is committed to providing personalized financial advice and helping clients reach their financial goals.

Firm Information

Hal Michels is currently registered with Prosperity - AN Eisneramper Co.. Prosperity - AN Eisneramper Co. is a registered investment advisor based in Owings Mills, MD. The firm has 27 licensed agents, 45 investment advisor representatives, and 42 registered representatives. They manage approximately $2.91 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Their services include financial planning, portfolio management, and educational seminars. They do not participate in wrap fee programs.
Prosperity - AN Eisneramper Co.

10065 RED RUN BOULEVARD

OWINGS MILLS, MD 21117

$2.91B

Assets Under Management

2

Total Clients

42

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Hal Michels’s Registration & Firm History

MD

11/15/2023 - Present

Prosperity - AN Eisneramper Co. (OWINGS MILLS MD)

PA

09/06/2022 - 01/17/2023

APW CAPITAL, INC. (Philadelphia PA)

PA

11/02/2007 - 09/07/2022

COMMONWEALTH FINANCIAL NETWORK (Phiadelphia PA)

PA

09/07/2000 - 11/08/2007

CAPITAL ANALYSTS, INCORPORATED (CONSHOHOCKEN PA)

NY

08/14/1999 - 04/10/2000

AXA ADVISORS, LLC (NEW YORK NY)

NY

08/14/1999 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/13/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Hal Joel Michels.
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