Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Voltin is an investment advisor representative at Concurrent Investment Advisors, LLC. Michael has been in the financial services industry since December 2012 and holds the following licenses: Series 7, Series 10, Series 24, Series 63, and Series 65. Michael is also a Certified Financial Planner. Michael has previous experience with AXA Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America, N.A.. Concurrent Investment Advisors, LLC provides financial planning, pension consulting, selection of other advisers, and portfolio management for individuals.
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.
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.
1
2
FL
10/02/2024 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
TX
12/07/2012 - 08/06/2018
AXA ADVISORS, LLC (AUSTIN TX)
IA
Issued 01/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/07/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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