Invested Better
Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed
location

PLANO, TX

0 Disclosures

ADVISOR BIO

Michael Ferdinando is an Investment Advisor Representative with Fisher Investments and has been in the industry since 1999. Michael Ferdinando is registered with the state regulators of Texas and Florida. He is a Series 6, 7 and 63 licensed professional. Michael Ferdinando has worked with multiple firms including Wachovia Securities, LLC and Jefferson Pilot Securities Corporation.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Night OWL Capital Management, LLC

location

GREENWICH, CT

0 Disclosures

ADVISOR BIO

Michael Cowell is a Registered Investment Advisor Representative in Connecticut, registered with Night Owl Capital Management, LLC. Michael has been in the industry since 2021 and is a Series 65 exam holder. Night Owl Capital Management, LLC is a registered investment advisor with the SEC and has offices in Greenwich, CT. The firm provides advisory services to a variety of clients, including high-net-worth individuals, corporations, insurance companies, and charitable organizations.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

WALNUT CREEK, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Michael Kubas is a financial advisor at Stifel, Nicolaus & Company, Inc. located in Walnut Creek, CA. Michael has been working in the financial industry since March 9, 2006 and is registered in 19 states. Michael holds the Series 7, Series 63 and SIE licenses. Michael specializes in portfolio management for individuals, businesses, pooled investment vehicles and pension consulting. Michael also offers financial planning and educational seminars. Prior to joining Stifel, Nicolaus & Company, Inc., Michael was with BNP PARIBAS SECURITIES CORP. and BANC OF AMERICA SECURITIES LLC.

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

Stifel, Nicolaus & Company, Inc.

location

WHITE PLAINS, NY

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Michael Capute is a financial advisor at Stifel, Nicolaus & Company, Inc. Michael has been in the financial services industry since 2019 and holds a Series 7TO, Series 66, and SIE license. Michael provides financial planning, portfolio management, and educational seminars for individuals, businesses, pooled investment vehicles, and charitable organizations.

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

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

CHARLOTTE, NC

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Michael Anthony Sansone is a financial advisor registered with Vanguard Advisers, Inc. and has been in the industry since October 28, 2013. Michael is registered with the state of North Carolina, South Carolina, and Texas. Michael is a Certified Financial Planner. Michael's specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Financial Planning, and Selection of Other Advisers.

SPECIALIZATIONS

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

Fisher Investments | CFC ® (Certifications)

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Michael Ray West is a financial advisor with Fisher Investments, based in Plano, Texas. Michael has experience in the financial industry and is licensed to conduct business in Kentucky and Texas. Michael has a Chartered Financial Consultant designation. Previously, Michael worked for Nationwide Investment Services Corporation in Louisville, Kentucky, and Jefferson National Securities Corporation in Columbus, Ohio.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Dimensional Fund Advisors LP

location

AUSTIN, TX

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Michael Kullman Preis is an investment advisor representative registered with Dimensional Fund Advisors LP. Michael is a financial professional with extensive experience in the industry. Michael's primary registration is in Texas. Michael has passed the Uniform Investment Adviser Law Examination (Series 65) and the Uniform Combined State Law Examination (Series 66). Michael has been registered with Dimensional Fund Advisors LP since 2010 and has worked with various financial institutions over the years. Michael specializes in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Prospera Financial Services, Inc.

location

Metairie, LA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Michael Louis Stern is a financial advisor with over 30 years of experience in the industry. Michael is registered with Prospera Financial Services, Inc. and has been with the firm since 2021. Prior to joining Prospera, Michael worked for Dorsey & Company, Inc. for 28 years. Michael has a wide range of experience in financial planning, portfolio management, and investment advisory services. Michael holds the Series 7, Series 63 and Series 65 licenses.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

LOUISVILLE, KY

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Michael Kuhn is a financial professional who is registered with the state of Kentucky as both a Broker-Dealer and an Investment Advisor. Michael has over 9 years of experience in the financial industry. Michael is currently employed at Robert W. Baird & Co. Inc., where Michael specializes in the financial services industry. Michael has held past roles at Fifth Third Securities, Inc. and Fifth Third Bank. Michael is a licensed Series 7, Series 6, Series 63, and Series 65 holder, and holds the Securities Industry Essentials (SIE) designation.

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 Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Prospera Financial Services, Inc. | CFP ® (Certifications)

location

El Paso, TX

experience

23 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael Anthony Duboise is a financial advisor registered with Prospera Financial Services, Inc. based in El Paso, TX. Michael Anthony Duboise has 20 years of experience in the financial industry. Michael Anthony Duboise is also a certified financial planner and has earned the Series 6, 7, 63, and 65 licenses. Michael Anthony Duboise has been registered with the Securities and Exchange Commission (SEC) since 2002.

SPECIALIZATIONS

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

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