Years of Experience
5-20+ Years
CORAL GABLES, FL
0 Disclosures
ADVISOR BIO
Michael Antczak is a financial advisor registered with Evensky & Katz/foldes Wealth Management. Michael has over 10 years of experience in the financial services industry. Michael is also a Certified Financial Planner. Michael has been with Evensky & Katz/foldes Wealth Management since January 2024. Michael is registered with the following states: California, Florida, Illinois, New York, and Texas. The firm's main office is located in Coral Gables, Florida. Evensky & Katz/foldes Wealth Management is a Registered Investment Advisor. The firm manages over $2 billion in assets for individuals and families. The firm specializes in providing financial planning and portfolio management services.
SPECIALIZATIONS
ST. PETERSBURG, FL
7 Years Experience
0 Disclosures
ADVISOR BIO
Michael Gorsen is a financial advisor with Raymond James & Associates, Inc. Michael has been in the industry since 2017 and is registered to provide investment advice in Florida. Michael has experience with a variety of clients, including individuals, corporations, and institutions. Michael's specializations include retirement planning, investment management, and estate planning.
SPECIALIZATIONS
PLANTATION, FL
27 Years Experience
1 Disclosures
ADVISOR BIO
Michael Salvatore is a financial advisor with LPL Financial LLC. Michael has been in the financial services industry since September 17, 1997. Michael has a strong background in investment advisory services, portfolio management for both individuals and businesses, and financial planning. Michael is registered with the Securities and Exchange Commission and holds several industry designations, including the Certified Financial Planner designation. Michael specializes in providing investment advice to individual investors, businesses, and high-net-worth clients.
SPECIALIZATIONS
TAMPA, FL
29 Years Experience
0 Disclosures
ADVISOR BIO
Michael Jude Peschel is a financial advisor with Concurrent Investment Advisors, LLC, based in Tampa, Florida. Michael has been in the financial services industry since 1995. Michael holds Series 63, 65, 7 and SIE licenses. Michael's previous experience includes roles at Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC. Concurrent Investment Advisors, LLC is a registered investment advisor with a strong focus on providing financial planning and investment management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.
SPECIALIZATIONS
ORLANDO, FL
30 Years Experience
0 Disclosures
ADVISOR BIO
Michael Albert Fraher is a financial advisor with over 25 years of experience in the financial services industry. Michael is a registered representative and investment advisor representative in the state of Florida and is affiliated with Ameriprise Financial Services, LLC. Michael has a Series 7, Series 63, and Series 65 licenses, as well as a SIE license. Michael holds the Chartered Financial Consultant (ChFC®) designation.
SPECIALIZATIONS
PANAMA CITY, FL
19 Years Experience
4 Disclosures
ADVISOR BIO
Michael Jerome Grant is a financial advisor in Panama City, FL. Michael is a Registered Representative and Investment Advisor Representative. He is affiliated with both 22 Seven Wealth Management Inc. and IP Financial Advisory Services LLC. Michael has been in the industry since 2006 and has worked for several firms including CUNA Brokerage Services, Inc., ONEAMERICA SECURITIES, INC., and Northwestern Mutual Investment Services, LLC. Michael has a range of experience in financial planning, portfolio management for individuals, pension consulting, and selection of other advisors. Michael also provides investment-related insurance products. He is a Chartered Financial Consultant.
SPECIALIZATIONS
Palm Harbor, FL
29 Years Experience
3 Disclosures
ADVISOR BIO
Michael Dietrich is a financial advisor registered with Morgan Stanley in Palm Harbor, FL. Michael has been in the industry since March 1996. Michael has previously worked for Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., RM STARK & CO INC. and Investors Associates, Inc.. Michael is a Series 7, 31, 63 and 65 licensed advisor. Michael is also licensed in Alabama, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Massachusetts, Michigan, Missouri, New Jersey, New York, North Carolina, Ohio, Tennessee, Virginia, Washington and West Virginia.
SPECIALIZATIONS
OCALA, FL
27 Years Experience
0 Disclosures
ADVISOR BIO
Michael Greiner is a financial professional with over 25 years of experience in the financial services industry. Michael is currently registered as a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has held licenses in various states, and has demonstrated a commitment to professional development by obtaining several industry certifications. Michael is committed to providing investment advice and portfolio management services to a diverse range of clients, including individuals, corporations, and institutional investors.
SPECIALIZATIONS
GAINESVILLE, FL
27 Years Experience
1 Disclosures
ADVISOR BIO
Michael Harrison is a financial advisor with over 25 years of experience. Michael is registered with Wells Fargo Advisors Financial Network, LLC and has been with Wells Fargo for many years. Michael has offices in both The Villages and Gainesville, Florida. Michael is a Series 7, 6, 63 and 65 licensed advisor. Michael provides investment consulting, financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Michael's practice focuses on individuals, high net worth individuals, corporations, trusts, charitable organizations, and pension and profit-sharing plans.
SPECIALIZATIONS
Sarasota, FL
17 Years Experience
0 Disclosures
ADVISOR BIO
Michael Stuart Johnson is an investment advisor representative with Edward Jones. Michael has been in the industry since April 2008. Michael holds Series 6, 7, 63, and 65 licenses. Michael is registered with the state of Florida and Texas to provide investment advice. Michael has experience working with high net worth individuals, corporations, and businesses, pension and profit-sharing plans, and individuals.
SPECIALIZATIONS