Unclaimed
Michel Cowdery is an investment advisor representative with BIP Wealth, LLC. Michel has been in the industry since 2003. Michel has a strong background in the financial services industry. Michel is committed to providing clients with personalized financial advice and guidance. Michel holds a Series 66 and Series 7 license, and is registered with the state of Georgia.
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.
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2
GA
03/09/2018 - Present
BIP Wealth, LLC (ATLANTA GA)
GA
01/17/2017 - 02/26/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Alpharetta GA)
GA
06/29/2016 - 09/29/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PEACHTREE COR GA)
GA
08/06/2015 - 03/22/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Atlanta GA)
GA
08/27/2012 - 06/30/2014
BARCLAYS CAPITAL INC. (ATLANTA GA)
GA
01/25/2012 - 08/29/2012
SUNTRUST INVESTMENT SERVICES, INC. (ALPHARETTA GA)
GA
12/09/2009 - 10/13/2011
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
09/10/2008 - 07/02/2009
INVESTACORP, INC. (ALPHARETTA GA)
GA
01/02/2003 - 09/12/2008
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
MN
01/02/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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