Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Rollauer is a financial advisor with over 20 years of experience. Michael is a Certified Financial Planner™ professional and is registered as an Investment Advisor Representative with Waypoint Wealth Counsel LLC. Michael specializes in providing financial planning, portfolio management for individuals, and selection of other advisers. Michael has worked in the financial services industry since 1999, and has held previous positions with a number of prominent firms including Salomon Smith Barney Inc., SunTrust Investment Services, Inc., Stanford Group Company, and Lincoln Financial Advisors Corporation. Michael's experience and expertise make him a valuable resource for individuals and families seeking financial advice.
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.
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.
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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GA
05/20/2021 - Present
Waypoint Wealth Counsel LLC (ATLANTA GA)
GA
04/07/2009 - 02/09/2010
STATESIDE SECURITIES, LLC (ALTANTA GA)
GA
11/02/2007 - 03/18/2009
STANFORD GROUP COMPANY (ATLANTA GA)
GA
07/21/2006 - 11/06/2007
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
07/25/2002 - 07/17/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (ATLANTA GA)
GA
07/25/2002 - 04/17/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (ATLANTA GA)
NY
03/18/1999 - 07/29/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 03/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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