Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gebhardt is a financial advisor with Copeland Capital Management, LLC. Michael Gebhardt has been working in the financial services industry since 2004. Michael Gebhardt is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Michael Gebhardt is also registered with the following states: Alaska, Arizona, California, Colorado, Hawaii, Idaho, Kansas, Montana, Nebraska, Nevada, Oregon, Utah, Washington, and Wyoming. Michael Gebhardt's specialties include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Michael Gebhardt has a Chartered Financial Analyst designation.
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.
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.
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.
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.
1
2
PA
11/09/2022 - Present
Copeland Capital Management, LLC (CONSHOHOCKEN PA)
NE
12/27/2018 - 12/31/2021
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
NY
10/18/2004 - 12/15/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 02/21/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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