Unclaimed
Michael Whiteman is a financial advisor with Empower Advisory Group, LLC in Colorado Springs, CO. Michael has been in the financial industry since August 9, 2016. Michael is licensed in 52 states, and is an active investment advisor in Colorado. Michael has a wide range of experience serving individuals, high net worth individuals, corporations, and state and municipal government entities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
CO
01/28/2022 - Present
Empower Advisory Group, LLC (Colorado Springs CO)
CO
10/08/2019 - 01/10/2022
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
CO
12/23/2016 - 09/13/2019
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
CO
06/08/2016 - 11/30/2016
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
IA
Issued 03/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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