Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Privett is a financial advisor at Morton Wealth. Michael has been in the industry for over 26 years, specializing in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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CA
01/01/2025 - Present
Morton Wealth (Calabasas CA)
CA
06/04/2010 - 12/31/2020
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
CA
01/31/2008 - 06/07/2010
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
CA
01/20/2006 - 02/04/2008
RETIREMENT CAPITAL GROUP SECURITIES, INC. (SAN DIEGO CA)
WI
07/13/1994 - 01/03/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
07/13/1994 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 07/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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