Unclaimed
Michael Hourigan is an investment advisor representative at Capital Analysts. Michael has been in the industry since 1996 and is registered to provide advisory services in multiple states, including Massachusetts, Florida, New Hampshire, Rhode Island, and South Carolina. Michael specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
Guidance on pension options to ensure a secure financial future.
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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2
MA
10/21/2014 - Present
Capital Analysts (Waltham MA)
NJ
05/10/1996 - 03/09/2000
COPELAND EQUITIES, INC. (SOMERSET NJ)
BC
Issued 05/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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