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50,030 Results
Unclaimed

Arboretum Investment Advisors, LLC

location

Portsmouth, NH

0 Disclosures

ADVISOR BIO

Michael Miroshnikov is a registered Investment Advisor Representative in New Hampshire and has been working in the financial industry since 2010. Michael is currently associated with Arboretum Investment Advisors, LLC in Portsmouth, NH. Michael is a Series 63 and 65 licensed professional and has the Series 7, 24 and 79TO licenses. In the past, Michael was employed by American Elm Distribution Partners, LLC and SQN Securities LLC. Michael is an owner of Arboretum Group, LLC.

SPECIALIZATIONS

Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

PLANO, TX

0 Disclosures

ADVISOR BIO

Michael Humenesky is an investment advisor representative with Fisher Investments. Michael is registered with the state of Texas. Michael is a licensed investment advisor representative for over 6 years. Michael's previous experience includes working for Wells Fargo Home Mortgage and UBS Bank USA.

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

Cerity Partners LLC | CFC ® (Certifications)

location

Louisville, KY

0 Disclosures

ADVISOR BIO

Michael Waldridge is a financial professional who has been in the industry for over 28 years. Michael is a registered representative in Kentucky. Michael has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Michael is currently employed at Cerity Partners LLC and specializes in providing financial planning, portfolio management, and retirement planning services. Michael has a strong commitment to helping clients achieve their financial goals. Michael has held previous positions at National Planning Corporation, AssetMark Capital Corporation, Intersecurities, Inc., SEI Investments Distribution Co., and First Investors Corporation. Michael holds the Series 6, Series 7, and Series 63 securities licenses. Michael is also a Chartered Financial Consultant.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES; BILL PAY
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

NEW YORK, NY

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Michael Moran is a licensed securities professional with over twenty years of experience in the financial services industry. Michael has a broad range of experience and specializes in investment management and financial planning. Michael is currently registered with Goldman Sachs & Co. LLC as a registered representative and investment advisor.

SPECIALIZATIONS

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

Creative Planning | CFP ®,PFS ® (Certifications)

location

OVERLAND PARK, KS

0 Disclosures

ADVISOR BIO

Michael Zabalaoui is a financial advisor who is currently registered with Creative Planning, LLC. Michael has been in the industry since 1984 and holds Series 7, 24, and 63 licenses. Michael is also a Certified Financial Planner and a Personal Financial Specialist. The advisor has experience working for Resource Management, Inc. and Financial Planners Equity Corporation.

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

Captrust | CFA ® (Certifications)

location

Boston, MA

0 Disclosures

ADVISOR BIO

Michael Vogelzang is a financial advisor with Captrust, a firm based in Raleigh, NC. Michael has been a financial advisor since 2006. Michael is a Chartered Financial Analyst and holds a Series 63, Series 65 and Series 2 licenses. Michael is also a board member of the Barnabas Foundation.

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
Publication of Financial Periodicals
Unclaimed

WI Partners, LLC | CFA ® (Certifications)

location

BOSTON, MA

0 Disclosures

ADVISOR BIO

Michael Chapman is a registered Investment Advisor Representative with WI Partners, LLC. Michael has been in the industry since August of 2014. Michael's credentials include being a Chartered Financial Analyst. WI Partners, LLC is located in Boston, Massachusetts. WI Partners, LLC provides Portfolio Management for Pooled Investment Vehicles.

SPECIALIZATIONS

Portfolio Management for Pooled Investment Vehicles
Unclaimed

CAZ Investments LP

location

HOUSTON, TX

0 Disclosures

ADVISOR BIO

Michael Stanley Bucek is an Investment Adviser Representative at CAZ Investments LP in Houston, TX. Michael Stanley Bucek has been in the industry since June 2008. Michael Stanley Bucek is registered with the state of Texas. Michael Stanley Bucek's firm CAZ Investments LP is an Investment Adviser Representative headquartered in Houston, TX. CAZ Investments LP manages assets for individuals, pooled investment vehicles, and businesses.

SPECIALIZATIONS

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

Moneta Group Investment Advisors, LLC | CFP ® (Certifications)

location

ST. LOUIS, MO

0 Disclosures

ADVISOR BIO

Michael Edward Lynch is an Investment Advisor Representative at Moneta Group Investment Advisors, LLC. Michael has been with the firm since July 2021. Michael is also a Certified Financial Planner. Michael specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

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

Creative Planning

location

OVERLAND PARK, KS

0 Disclosures

ADVISOR BIO

Michael John Rabbitt is an investment advisor representative at Creative Planning. Michael has been in the industry for over 20 years, and previously worked at TD Ameritrade, Inc., Charles Schwab & Co., Inc., Prudential Securities Incorporated, and OppenheimerFunds Distributor, Inc. Michael is registered with the state of Colorado and Texas. Michael specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting.

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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