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Michael Primavera is an investment advisor representative at Corecap Advisors, a registered investment advisor based in Southfield, Michigan. Michael has over 20 years of experience in the financial services industry and has held various roles at different firms. Michael holds Series 6, 7, 26, 63, and 65 licenses and has extensive experience in financial planning, portfolio management, and insurance sales. Corecap Advisors serves a variety of clients, including high-net-worth individuals, corporations, and pension plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
PA
07/23/2024 - Present
Corecap Advisors (Glen Mills PA)
PA
04/18/2008 - 10/04/2012
INVESTORS CAPITAL CORP. (HORSHAM PA)
OH
08/27/2004 - 04/14/2008
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
DE
11/21/2001 - 09/22/2004
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 07/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/28/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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