Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Crooks Eddy is an investment advisor representative with Berkeley Capital Partners, LLC. Michael has been in the industry since 1983 and holds Series 3, 63, 7, 8, and 65 licenses, as well as the SIE exam. Michael has worked with Wells Fargo Advisors, Triad Advisors, and Citigroup Global Markets, Inc. Currently, Michael is licensed in Georgia and Texas. Michael's areas of specialization include Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, and Pension Consulting.
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.
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
GA
08/22/2015 - Present
Berkeley Capital Partners, LLC (MILTON GA)
GA
08/21/2015 - 04/13/2016
TRIAD ADVISORS, INC. (Norcross GA)
GA
04/30/2009 - 08/25/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NORCROSS GA)
GA
05/26/1989 - 05/19/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NA
01/10/1985 - 06/06/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
03/23/1983 - 01/04/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 07/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/13/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1988
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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