Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Horlick is a financial advisor at Captrust. Michael has been in the financial services industry since 1995 and has a strong background in wealth management and investment advisory services. Michael holds the Series 7, Series 63, Series 65, and Series 24 licenses. Michael is also a Certified Financial Planner, Personal Financial Specialist, and Chartered Financial Analyst. Michael is passionate about helping clients achieve their financial goals. Michael has experience working with a wide range of clients, including individuals, families, businesses, and institutions.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/28/2023 - Present
Captrust (Dallas TX)
TX
08/22/2018 - 04/16/2024
SOUTHERN WEALTH SECURITIES, LLC (DALLAS TX)
TX
06/28/2023 - 07/06/2023
CAPFINANCIAL SECURITIES, LLC. (Dallas TX)
MA
06/04/2001 - 12/31/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
09/12/2000 - 06/19/2001
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BC
Issued 09/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/28/2000
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
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