Unclaimed
Michael Tannenbaum is an investment advisor representative with Archer Investment Corp.. Michael has been in the industry since 1997 and is registered with the state of Florida. Michael is a licensed CPA and has experience in investment advisory and financial planning. Michael specializes in portfolio management for individuals, businesses, and investment companies. Michael is also a registered representative with the state of Florida.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/01/2025 - Present
Archer Investment Corp. (Altamonte Springs FL)
TX
02/04/1997 - 06/08/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 09/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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