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Michael Howard Markowitz

Advisory Services Network

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About Michael Howard Markowitz

Michael Markowitz is an investment advisor representative, registered with Advisory Services Network. He has been in the securities industry since August 1995. Michael Markowitz is located in Glenview, Illinois and has passed the Series 63, Series 7 and the Series 65 exams. Michael Markowitz was previously registered with UBS Global Asset Management (US) Inc.. Michael Markowitz provides financial planning, portfolio management for individuals, and selection of other advisers.

Firm Information

Michael Markowitz is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Markowitz’s Registration & Firm History

IL

08/06/2021 - Present

Advisory Services Network (Glenview IL)

NY

08/21/1995 - 08/09/2004

UBS GLOBAL ASSET MANAGEMENT (US) INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/02/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/24/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Howard Markowitz.
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