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

Amundi Asset Management US, Inc.

location

BOSTON, MA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Michael Joland Botte is an investment advisor representative with Amundi Asset Management US, Inc., located in Boston, Massachusetts. Michael has been in the securities industry since May 3, 2015. Michael is registered to provide investment advisory services in 53 states and the District of Columbia. Michael holds the Series 6, Series 7, Series 63, and Series 66 licenses.

SPECIALIZATIONS

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

BROOKFIELD, WI

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Michael Sellinger is a financial advisor with RBC Capital Markets, LLC. Michael has been in the industry since 1987. Previously, Michael was registered with Cleveland Hauswirth Investment Management, Inc. and B.C. Ziegler and Company. Michael specializes in providing financial advice and portfolio management for a variety of clients, including high-net-worth individuals, corporations, and institutional investors.

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

Stifel, Nicolaus & Company, Inc.

location

PHOENIX, AZ

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Michael Lavallee is a financial advisor at Stifel, Nicolaus & Company, Inc. Michael has been in the industry since August 1999. Michael is registered with the state of Arizona and holds the Series 7, 50, 52TO, and SIE licenses. Michael has experience with a variety of financial products and services, including portfolio management, financial planning, and pension consulting. Michael's previous experience includes working for Stone & Youngberg LLC and Peacock, Hislop, Staley & Given, Inc.

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

Blackrock Investment Management, LLC | CFA ® (Certifications)

location

New York, NY

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Michael Dispirito is a registered representative with Blackrock Investment Management, LLC. Michael has been in the financial services industry since January 26, 2016. Michael holds the Series 66, SIE, and Series 7 licenses. Michael also holds the Chartered Financial Analyst designation.

SPECIALIZATIONS

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

Moody, Lynn, Lieberson & Walker, LLC | CFA ® (Certifications)

location

BOSTON, MA

0 Disclosures

ADVISOR BIO

Michael Macleod Moody is a financial advisor at Moody, Lynn, Lieberson & Walker, LLC. Michael is a Chartered Financial Analyst with over 30 years of experience. Michael has been registered with the state of Massachusetts since 2016. Michael has also held previous registrations with the state of Massachusetts as well as the state of New York.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

NEW YORK, NY

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Michael Kollender is an experienced financial professional with over 29 years in the industry. Michael is currently registered with Stifel, Nicolaus & Company, Inc., and has held previous roles with Ryan Beck & Co. and Josephthal & Co., Inc. Michael's expertise spans various financial services, including investment banking, financial planning, and portfolio management. Michael has a strong track record of success in assisting individual and institutional clients achieve their financial objectives.

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

JACKSONVILLE, IL

experience

31 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Michael Lansden is a financial advisor at Stifel, Nicolaus & Company, Inc. He has over 30 years of experience in the financial services industry. Michael has a Series 7, 9, 10, 31, 63 and 66 license. He is registered to provide investment advice in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Michigan, Minnesota, Mississippi, Missouri, New Hampshire, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and Wisconsin.

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

Beacon Pointe Advisors, LLC

location

Dallas, TX

0 Disclosures

ADVISOR BIO

Michael Meadows is an Investment Advisor Representative at Beacon Pointe Advisors, LLC. Michael has been in the industry since 2014 and holds a Series 65 license. Michael has a strong background in philanthropy and is also the President and CEO of Meadows Family Consulting Group, LLC, a consulting practice that advises public charities. Michael Meadows works primarily with high-net-worth individuals, corporations, 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 Investment Companies
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

CHICAGO, IL

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Michael McClean is a financial advisor with over 28 years of experience in the industry. Michael is currently registered with William Blair, but has also worked at Brown Advisory Securities, LLC, Credit Suisse Securities (USA) LLC, Donaldson, Lufkin & Jenrette Securities Corporation, Deutsche Banc Alex. Brown Inc., DB ALEX. BROWN LLC, BT ALEX. BROWN INCORPORATED, Alex. Brown & Sons Incorporated, and AAL Capital Management Corporation. Michael holds Series 6, 7, 63 and 66 securities licenses and is registered in 18 states.

SPECIALIZATIONS

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

First Trust Advisors LP

location

WHEATON, IL

experience

14 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael Naples is a registered investment advisor representative with First Trust Advisors LP. Michael has been in the industry since January 5, 2011 and has held registrations in several states. Michael has Series 6, 7, 63, and 66 licenses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

Need help matching

with the right advisor?