Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Baittinger is an Investment Advisor Representative with Mercer Global Advisors Inc. Michael has been in the financial services industry since 1997 and has a strong track record of providing investment advice to individuals, businesses, and institutions. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. Michael's experience includes working for Wachovia Securities, LLC, First Union Brokerage Services, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. He has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Michael is registered in Pennsylvania and Texas.
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.
Trust services, estate planning, tax return preparation, consultation
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
04/10/2023 - Present
Mercer Global Advisors Inc. (DENVER CO)
MO
01/17/2002 - 12/31/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
02/16/1999 - 03/06/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MN
01/13/1997 - 02/17/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/13/1997 - 02/17/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/30/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michael Baittinger is the right advisor for you? Invested Better is here to help.
