Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Weitzman is a financial advisor with Alliance Advisory & Securities, LLC, a Registered Investment Advisor firm. Michael has been in the industry since 2010 and has experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Michael has a Series 7 and Series 66 license.
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.
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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TN
10/26/2023 - Present
Alliance Advisory & Securities, LLC (Nolensvile TN)
CA
12/01/2010 - 10/30/2012
LPL FINANCIAL LLC (STEVENSON RANCH CA)
BOTH
Issued 05/31/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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