Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Andrew Puryear is an investment advisor representative registered with Westwood Wealth Management. Michael has been in the industry since 2002, and has a strong background in financial planning and portfolio management. Michael's experience includes working for firms like Samuels Chase & Co., Inc., Gerard Klauer Mattison & Co., Inc., and UBS Paine Webber Inc. Michael holds Series 66 and Series 7 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
04/04/2020 - Present
Westwood Wealth Management (LOS ANGELES CA)
CA
07/07/2003 - 08/04/2009
SAMUELS CHASE & CO., INC. (SANTA YSABEL CA)
NY
03/14/2002 - 07/07/2003
GERARD KLAUER MATTISON & CO., INC. (NEW YORK NY)
NJ
01/21/2002 - 03/12/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 02/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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