Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Whitaker is a financial advisor with over 19 years of experience in the industry. Michael has a proven track record of success in providing financial planning, investment management, and insurance services to individuals, families, and businesses. Michael is a Chartered Financial Consultant and is registered to provide investment advisory services in Florida and Texas. Michael is associated with Newbridge Financial Services Group, Inc., a firm with a strong reputation for providing comprehensive financial solutions. The firm's experienced advisors help clients navigate the complexities of wealth management, from investment planning to retirement strategies.
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.
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.
Promoter fees
1
2
FL
01/04/2019 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
FL
10/31/2007 - 12/10/2009
GREAT AMERICAN ADVISORS, INC. (THE VILLAGES FL)
FL
08/25/2006 - 11/06/2007
UVEST FINANCIAL SERVICES GROUP, INC. (OCALA FL)
TX
05/07/2004 - 01/26/2005
AFS BROKERAGE, INC. (AUSTIN TX)
TX
02/12/2003 - 09/15/2003
AFS BROKERAGE, INC. (AUSTIN TX)
NA
10/12/1987 - 01/03/1989
NWNL MANAGEMENT CORPORATION
BC
Issued 10/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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