Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Callahan is a financial advisor with over 11 years of experience in the financial services industry. Michael is currently registered as a Registered Representative and Investment Advisor Representative with Hightower Advisors, LLC and Wellspring Planning Group LLC in the state of Georgia. Michael has a strong background in financial planning, investment management, and insurance. Michael is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
GA
10/04/2023 - Present
Hightower Advisors, LLC (Atlanta GA)
CO
05/16/2019 - 12/31/2023
THE LEADERS GROUP, INC. (LITTLETON CO)
GA
12/22/2017 - 05/28/2019
M HOLDINGS SECURITIES, INC. (MILLEDGEVILLE GA)
GA
06/13/2014 - 01/05/2018
MML INVESTORS SERVICES, LLC (ATLANTA GA)
GA
04/30/2012 - 05/27/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)
IA
Issued 06/26/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Callahan is the right advisor for you? Invested Better is here to help.
