Unclaimed
Michael Carpenter is a licensed Investment Advisor Representative and an independent insurance agent. Michael has over 10 years of experience in the financial services industry and holds a Series 65 license. Michael is currently affiliated with Alphastar Capital Management, a firm headquartered in Cornelius, NC. Michael's specializations include portfolio management, financial planning, and insurance sales. Alphastar Capital Management provides a wide range of advisory services to both individuals and businesses, including financial planning, portfolio management, and pension consulting. Alphastar Capital Management also serves as a sub-advisor to other investment firms.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory 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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NC
06/09/2023 - Present
Alphastar Capital Management (CORNELIUS NC)
IA
Issued 05/30/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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