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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Whittemore is a financial advisor with Beacon Pointe Advisors, LLC. Michael has been in the industry since 2000. Michael holds the Series 7, 63, and 65 licenses. Michael is also a CFA charterholder. Michael has experience providing financial advice to individuals, families, and businesses. Michael is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Michael has experience working at U.S. Trust - Bank of America and Heller Wealth Advisors, LLC.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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NJ
02/24/2021 - Present
Beacon Pointe Advisors, LLC (Summitt NJ)
NJ
08/13/2013 - 07/24/2014
TRIAD ADVISORS, INC. (FLEMINGTON NJ)
NY
08/02/2001 - 08/30/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
06/06/2001 - 06/19/2001
SCOTTRADE, INC. (ST. LOUIS MO)
NJ
08/02/2000 - 05/16/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
BC
Issued 10/01/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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