Unclaimed
Michael Adam Feldman is a financial advisor with over 25 years of experience in the industry. Michael has a strong background in investment management, financial planning, and portfolio management, and holds both Series 63 and 65 licenses, as well as Series 7 and 24 licenses. Michael is currently a registered Investment Advisor Representative (IAR) with Hightower Advisors, LLC, which has offices in Chicago, Illinois, Washington, D.C., and Naples, Florida. Michael's previous experience includes roles at Carnes Capital Corporation, Private Capital Management, L.P., FARR MILLER & WASHINGTON, LLC, and CHEFFY PASSIDOMO, P.A. 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.
Guidance on pension options to ensure a secure financial future.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
12/01/2021 - Present
Hightower Advisors, LLC (CHICAGO IL)
FL
02/11/1997 - 11/01/2017
CARNES CAPITAL CORPORATION (NAPLES FL)
IA
Issued 03/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/1998
Series 24 - General Securities Principal Examination
BC
Issued 11/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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