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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sanders is an investment advisor representative at Captrust, a leading provider of investment management and financial advisory services. Michael has been in the financial services industry since 2001 and has a strong track record of success in helping individuals and families achieve their financial goals. Michael holds a Series 6, Series 26, Series 63 and Series 65 licenses. Michael is passionate about helping clients make informed financial decisions and is committed to providing them with the highest level of service. He specializes in retirement planning, college savings, and investment management.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
03/01/2021 - Present
Captrust (New York NY)
NY
03/03/2008 - 07/07/2021
CAMMACK LARHETTE BROKERAGE, INC. (NEW YORK NY)
NY
05/23/2006 - 02/06/2008
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
CO
10/21/2002 - 05/05/2006
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
07/25/2001 - 10/21/2002
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 09/11/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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