Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Thomas Whitney is a registered Investment Advisor Representative at NBW Capital LLC in Boston, MA. Michael has been in the securities industry since 1998 and has worked for several firms before joining NBW Capital LLC. Michael has a Series 7 and Series 63 license and is a Chartered Financial Analyst. Michael has extensive experience providing investment advice to individuals, high net worth individuals, corporations and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
08/29/2008 - Present
NBW Capital LLC (BOSTON MA)
NY
03/02/2001 - 08/20/2001
FIRST ALBANY CORPORATION (NEW YORK NY)
MA
09/19/2000 - 03/09/2001
TUCKER ANTHONY INCORPORATED (BOSTON MA)
CT
06/11/1998 - 09/11/2000
ADVEST, INC. (HARTFORD CT)
MA
01/01/1998 - 05/22/1998
TUCKER ANTHONY INCORPORATED (BOSTON MA)
BC
Issued 08/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michael Whitney is the right advisor for you? Invested Better is here to help.
