Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Abraham Woocher is an investment advisor representative with Homrich Berg. Michael has been in the financial services industry since 2000, and holds a Series 7, Series 10, Series 24, Series 31 and Series 63 licenses. Michael specializes in portfolio management for individuals, families, businesses, trusts and foundations. Michael is also a Certified Financial Planner.
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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GA
04/08/2024 - Present
Homrich Berg (ATLANTA GA)
GA
08/10/2015 - 04/08/2024
SANFORD C. BERNSTEIN & CO., LLC (ATLANTA GA)
GA
10/21/2011 - 11/05/2012
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
07/25/2000 - 01/29/2008
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
BC
Issued 07/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/12/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 07/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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