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50,030 Results
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BELLEVUE, WA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Michael Harkins is a financial advisor registered with Stifel, Nicolaus & Company, Inc. in Bellevue, Washington. Michael has been in the financial services industry since 1984. He has a broad range of experience, including working with high-net-worth individuals, corporations, and other businesses. Michael provides a variety of financial services, including financial planning, portfolio management, and retirement planning. He is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Clear Harbor Asset Management, LLC

location

STAMFORD, CT

0 Disclosures

ADVISOR BIO

Michael Scholten is an investment advisor representative with Clear Harbor Asset Management, LLC. Michael has been working in the investment advisory industry since 1994 and has experience with a range of firms including Ingalls & Snyder, LLC, VALIC Financial Advisors, Inc. and First Chicago Capital Markets, Inc. Michael holds a Series 63, Series 66 and Series 7 license. Michael is based out of Stamford, CT and is registered with the state of Texas.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Redwood Investment Management, LLC

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Michael Messinger is an investment advisor representative at Redwood Investment Management, LLC. Michael has worked in the financial services industry since 2001 and has experience in providing investment advisory services to individuals, investment companies, and pooled investment vehicles. Michael also is a Chief Executive Officer at Mulholland Wealth Advisors, LLC, where he helps build out the firm. Michael holds a Series 7 and Series 66 license.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PORTFOLIO AND SUB-ADVISER TO INVESTMENT ADVISERS, AND SUB-ADVISER TO AFFILIATED INVESTMENT ADVISER.
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Victory Capital Management Inc.

location

SAN ANTONIO, TX

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Michael Esquivel is a financial advisor with Victory Capital Management Inc., located in San Antonio, Texas. Michael has been in the financial industry since February 1999. Michael specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. He is also available for selection of other advisors. Michael is registered to provide investment advice in the state of Texas.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PORTFOLIOS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Alta Capital Management LLC

location

SALT LAKE CITY, UT

0 Disclosures

ADVISOR BIO

Michael Ottosen Tempest is an Investment Advisor Representative with Alta Capital Management LLC. Michael has been in the industry since 1987 and has a diverse background in financial services. Michael has worked at various firms including Bear, Stearns & Co. Inc., Morgan Stanley & Co., Incorporated and John Hancock Distributors, Inc., before joining Alta Capital Management. Michael holds Series 7, 63 and 65 licenses and has expertise in various specializations including providing financial planning, portfolio management for businesses, individuals, investment companies and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

Naples, FL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Michael Busick is a registered investment advisor representative with RBC Capital Markets, LLC. Michael has been in the securities industry since May 13, 1997. Michael is registered in 33 states and holds licenses for Series 7, 9, 10, 31, 63 and 65. Michael has a variety of licenses and registrations as well as experience in the industry that allows Michael to provide financial planning and portfolio management services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

NEW YORK, NY

0 Disclosures

ADVISOR BIO

Michael Scott Goldberg is an investment advisor representative with BBR Partners, LLC. Michael has been in the financial services industry since 1992. Michael's experience includes working with high net worth individuals, pooled investment vehicles, corporations or other businesses, insurance companies, investment companies, and charitable organizations. Michael is registered with the states of New Jersey, New York, and Pennsylvania. Michael is also licensed to provide investment advice and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

COEUR D'ALENE, ID

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Michael Armon is a financial advisor associated with Stifel, Nicolaus & Company, Inc. Michael has been in the industry for over 5 years and has extensive experience in providing investment advice. Michael is registered with the state of Idaho as an Investment Advisor Representative and a Registered Representative. Michael has been with Stifel, Nicolaus & Company, Inc. since 2018. The firm has over 5,000 employees and manages over $149 billion in assets. Michael is passionate about helping clients reach their financial goals and has a strong track record of success.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Corient | CFP ® (Certifications)

location

WAYNE, PA

0 Disclosures

ADVISOR BIO

Michael Newman Mattise is a financial advisor with Corient, a firm headquartered in Miami, FL. Michael has been in the industry since 1987 and has extensive experience in financial planning, portfolio management, and retirement planning. Michael has a strong track record of providing personalized financial advice to individuals, families, and businesses. Michael is a Certified Financial Planner and holds the Series 7 and Series 63 licenses. Michael is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

CONSHOHOCKEN, PA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Michael Colbridge is a financial advisor with Stifel, Nicolaus & Company, Inc. Michael has been in the industry since 1998. Michael is registered with the state of Pennsylvania as an investment advisor representative and as a registered representative. Michael also has a Series 7 and Series 65 license. Michael has experience working with a variety of clients including individuals, corporations, charitable organizations, insurance companies, and pooled investment vehicles. Michael can provide financial planning, portfolio management, and other services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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