Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Reffeitt is a registered investment advisor representative with Integrated Capital Management Company, Inc. in Lafayette, Indiana. Michael has been in the industry since December 1995. Michael has experience working with individuals and has a special expertise in portfolio management for individuals. Michael is also a lecturer at Purdue University where Michael teaches finance, economics, and accounting.
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.
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.
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IN
01/14/1999 - Present
Integrated Capital Management Company, Inc. (LAFAYETTE IN)
CA
12/12/1995 - 08/06/1996
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 09/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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