Unclaimed
Michael Wamp is a financial advisor with Hightower Advisors, LLC, a firm that provides financial planning, investment management, and other related services. Michael is licensed to offer financial advice in New York and Illinois. He has been in the industry since 1996. He is also a Managing Partner at LakeWater Capital LLC. Michael is known for his expertise in portfolio management and financial planning for individuals, businesses, and charitable organizations.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
03/18/2021 - Present
Hightower Advisors, LLC (Buffalo NY)
NY
02/22/2001 - 06/27/2003
UBS SECURITIES LLC (NEW YORK NY)
NY
10/29/1999 - 02/26/2001
LEHMAN BROTHERS INC. (NEW YORK NY)
CA
05/06/1998 - 11/10/1999
BANCBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)
NE
08/14/1996 - 09/19/1996
DATEK SECURITIES CORP. (OMAHA NE)
IA
Issued 06/15/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michael Wamp is the right advisor for you? Invested Better is here to help.