Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael E Hepworth is a registered investment advisor representative with Hepworth Equity Partners, LLC in Wolfeboro, New Hampshire. Michael has been in the financial services industry since 1994. Michael is also registered with the state of Massachusetts, New Hampshire, New Jersey, and New York. Hepworth Equity Partners, LLC provides investment management services to individuals and high net worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NH
05/04/2023 - Present
Hepworth Equity Partners, LLC (WOLFEBORO NH)
NY
07/07/2000 - 01/07/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/24/1995 - 07/10/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
06/22/1994 - 04/04/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
04/20/1994 - 05/11/1994
J. GREGORY & COMPANY, INC.
IA
Issued 06/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 04/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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