ADVISOR BIO

Michael Clemente is a financial professional with over 20 years of experience in the industry. Michael is currently registered with Oppenheimer & Co. Inc. and has been with the firm since February 2014. Michael has previously worked with Southwest Securities, Inc., RBC Dain Rauscher Inc. and First Institutional Securities, L.L.C. Michael is a Series 7 and Series 63 licensed professional and also holds the SIE exam. Michael is registered to provide investment advice in 52 states and the District of Columbia. Michael's specialties include retirement planning, investment strategies, financial planning, and portfolio management.

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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.

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ADVISOR BIO

Michael Shin is a financial advisor registered with New York Life Investment Management LLC. Michael has been in the industry since 2019, and holds Series 66, SIE and Series 7 licenses. Michael's previous experience includes working at Citigroup Global Markets Inc. and Cape Securities Inc. In addition to the individual advisor profile, you can also access information about New York Life Investment Management LLC on the SEC website.

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ADVISOR BIO

Michael Isaiah Glenn is a registered investment advisor representative with Fisher Investments. Michael is also a registered investment advisor representative with Fisher Investments. Michael has been in the industry since 2016. Michael is based in Plano, Texas. Prior to joining Fisher Investments, Michael was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael holds a Series 66, Series 7 and SIE license. Michael has experience in portfolio management for businesses and individuals, as well as portfolio management for investment companies and pooled investment vehicles.

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ADVISOR BIO

Michael Zabrycki is a registered representative associated with HSBC Securities (USA) Inc. Michael has passed the Series 79TO, Series 63 and SIE exams. Michael is registered in New York. Michael is also currently employed with HSBC Securities (USA) Inc., an investment firm with more than $50 billion in assets under management. The firm provides a variety of financial services including portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Michael Caspani is an investment advisor representative with Broadoak Asset Management, LLC located in Bethesda, MD. Michael has been in the industry since April 19, 2013. Michael is registered with the state of Maryland. Michael has passed the Series 63, Series 65, Series 7 and Series 79 exams. Michael is also a partner and 13% owner of Sherman Avenue Capital, LLC, a real estate partnership that was formed in 2021. Michael has experience with Macquarie Capital (USA) Inc., GCA Savvian Advisors, LLC, and Banc of America Securities LLC.

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ADVISOR BIO

Michael Ramirez is a licensed financial advisor with Sanford C. Bernstein & Co., LLC. Michael has been in the industry since June 25, 2023. Michael is licensed in the State of New York and holds Series 7TO, SIE, and Series 63 licenses. Michael specializes in portfolio management for pooled investment vehicles.

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ADVISOR BIO

Michael Kandler is an Investment Advisor Representative at Fisher Investments. Michael is a licensed investment advisor in Florida and Texas and has been in the industry since 2018. He has a Series 65 license and has worked for several companies in the financial services industry, including Fisher Investments, Dish Network, and the University of Colorado. Michael specializes in portfolio management for individuals, businesses, and investment companies. He provides financial planning and portfolio assessment services and offers various investment strategies. Michael is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Michael Roy Chase is a financial advisor associated with Mariner Wealth. Michael has been in the industry since 2012. Michael has a Certified Financial Planner designation. Michael is registered with the state of Texas. Michael has experience in a range of areas including financial planning, educational seminars and selection of other advisors.

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ADVISOR BIO

Michael George Cabra is a financial professional with a Series 7TO, SIE, and Series 63 license, registered with Goldman Sachs & Co. LLC. Michael has a proven track record in the industry and is dedicated to providing clients with a comprehensive range of financial services. Michael has been active in the industry for over 1 year.

SPECIALIZATIONS