Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hoffer Featherman is a financial advisor with Envestnet PMC. Michael has been in the industry since 2002 and has a strong track record of success. Michael is registered with the state of Colorado and Illinois. Michael holds the Series 7, Series 66 and SIE licenses. Michael specializes in Portfolio Management for Businesses, Individuals, and Investment Companies. Michael also provides Financial Planning services. In addition to his work as a financial advisor, Michael is also an owner of Featherman Real Estate LLC and Featherman Real Estate Ventures, Inc.
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.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management
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.
A percentage of assets or revenues under our clients' management
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2
IL
10/02/2007 - Present
Envestnet PMC (CHICAGO IL)
IL
10/02/2007 - 01/16/2020
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
NY
02/27/2007 - 08/08/2007
SILVER LEAF PARTNERS, LLC (NEW YORK NY)
PA
10/11/2002 - 05/24/2005
HAVERFORD TRUST SECURITIES, INC. (RADNOR PA)
NJ
04/08/2002 - 10/10/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 04/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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