Unclaimed
Michael Gentsch is an investment advisor representative who has been working in the financial services industry since 2005. Michael is registered with THE Colony Group, LLC. Michael's current employment with THE Colony Group, LLC began in May 2024, and he has a Series 66 license with the state of Arizona. Michael was previously employed with CHARLES SCHWAB & CO., INC. in Phoenix, AZ. Before that, Michael was employed with AMERIPRISE FINANCIAL SERVICES, INC. in PLANTATION, FL.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
AZ
05/15/2024 - Present
THE Colony Group, LLC (Scottsdale AZ)
AZ
06/16/2009 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
FL
12/20/2005 - 05/07/2009
AMERIPRISE FINANCIAL SERVICES, INC. (PLANTATION FL)
BOTH
Issued 01/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/29/2019
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 09/28/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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