Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Whitmore is a registered Investment Advisor Representative. Michael has been active in the financial industry since May 2015. Michael is currently employed with Farther Finance Advisors and works out of their Englewood, CO and San Francisco, CA offices. Michael Whitmore holds a Series 65 license for Investment Advisor Law and is licensed in Colorado. Michael's specializations include: Financial Planning, Pension Consulting, Portfolio Management for Individuals, Publication of Periodicals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
01/10/2023 - Present
Farther (Englewood CO)
IA
Issued 11/06/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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