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50,030 Results
Unclaimed

Aegis Capital Corp.

location

NEW YORK, NY

experience

7 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Lapushner is a financial professional with a background in the securities industry. Michael has been working in the industry since 2017. Michael is currently registered with Aegis Capital Corp. In the past, Michael was registered with PaineWebber Incorporated and Oppenheimer & Co., Inc. Michael offers investment services such as financial planning, portfolio management for individuals, and portfolio management for businesses.

SPECIALIZATIONS

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

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

MALVERN, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Michael Andrew Raleigh is a financial professional with over 10 years of experience in the financial services industry. Michael is currently a Registered Representative and Investment Adviser Representative with Vanguard Advisers, Inc. Michael holds the Series 6, 7, and 63 licenses. Michael is also a Certified Financial Planner. Michael is committed to providing clients with personalized financial advice and investment solutions.

SPECIALIZATIONS

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

Boston, MA

0 Disclosures

ADVISOR BIO

Michael Stephen Pratico is a financial advisor registered in Maine and Massachusetts. Michael currently works for Captrust. Michael has been in the financial services industry since 1991. Previously, Michael worked for CAPFINANCIAL SECURITIES, LLC. in Boston, Massachusetts, LINCOLN FINANCIAL ADVISORS CORPORATION in Falmouth, Maine, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY in Fort Wayne, Indiana and UNUM SALES CORPORATION in Portland, Maine. Michael has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Michael is also a Series 6 and SIE licensed representative.

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

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
Unclaimed

Captrust | CFP ®,CFC ® (Certifications)

location

ALLENTOWN, PA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Michael Molewski is a financial advisor with Captrust, a firm with a large presence in the industry. Michael has been in the financial industry since 1984. Michael specializes in working with high-net-worth individuals, corporations, and charitable organizations. Michael is also a certified financial planner and chartered financial consultant. Michael offers a variety of services, including financial planning, portfolio management, and pension consulting.

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

Barrow Hanley Global Investors | CFA ® (Certifications)

location

DALLAS, TX

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Michael Katsumi Hirai is a financial advisor with Barrow Hanley Global Investors. Michael is a highly experienced advisor who specializes in providing financial guidance to a variety of clients, including insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations, and state or municipal government entities. He also has experience in providing advisory services to pooled investment vehicles and investment companies. Michael has a deep understanding of the financial markets and a proven track record of success. Michael holds a variety of licenses and certifications, including the Series 7, Series 3, Series 50, Series 63, and Series 30 exams. He also has a 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

Lord, Abbett & Co. LLC

location

JERSEY CITY, NJ

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Michael Brandan Gratale is a financial advisor with Lord, Abbett & Co. LLC. Michael Gratale has been in the financial industry since 2003. Michael Gratale has a Series 66, Series 24, SIE and Series 7 license and is registered in 51 states and the District of Columbia. Michael Gratale specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
IMPERSONAL INVESTMENT ADVISORY SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Oppenheimer & Co. Inc.

location

STAMFORD, CT

experience

38 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael Orourke is a financial advisor registered with Oppenheimer & Co. Inc. Michael has 39 years of experience in the industry. Michael holds Series 3, 7, 50, and 63 securities licenses as well as the SIE and Series 65. Michael also holds registrations in 39 states for securities and investment advisory services. Previously, Michael has worked for UBS Financial Services Inc., UBS Warburg LLC, Advest, Inc., Dean Witter Reynolds Inc., Kidder, Peabody & Co. Incorporated, and Smith Barney, Harris Upham & Co., Incorporated.

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

Zuckerman Investment Group

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Michael Fisherman is a registered investment advisor representative with Zuckerman Investment Group, based in Chicago, Illinois. Michael has been in the financial services industry since 2004, working for firms such as INDEPENDENT RESEARCH GROUP LLC and FLEET SPECIALIST, INC., prior to joining Zuckerman Investment Group. Michael is licensed in Illinois and holds Series 7, 63, 86 and 87 licenses as well as Series 65. Michael specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

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

Sterling Capital Management LLC

location

Charlotte, NC

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Michael Knorr is a registered investment advisor representative with Sterling Capital Management LLC. Michael has been in the industry since 2019. Michael's primary office is located in Charlotte, North Carolina. Michael has been registered with the state of North Carolina since 2022. Sterling Capital Management LLC is a registered investment advisor headquartered in Charlotte, North Carolina. Sterling Capital Management LLC has 69 investment advisory professionals and oversees over $66 billion in assets.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
WRAP & MODEL PROGRAMS
Portfolio Management for Pooled Investment Vehicles

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