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

RBC Capital Markets, LLC

location

MINNEAPOLIS, MN

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Michael Robert Kramer is a financial advisor with over eight years of experience in the financial services industry. Michael has a diverse background, having worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. before joining RBC Capital Markets, LLC in October 2020. Michael is registered as a Registered Representative (RA) in Minnesota. Michael specializes in providing investment advice to individuals, corporations, charitable organizations, insurance companies, pension and profit sharing plans, and pooled investment vehicles. Michael has passed several professional exams including the Series 66, Series 10, Series 9, Series 3, Series 7, and the Securities Industry Essentials Examination. Michael has a broad knowledge base and works to provide personalized investment advice to his clients.

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

Lord, Abbett & Co. LLC

location

JERSEY CITY, NJ

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Michael Robert Eddy is a financial professional registered with Lord, Abbett & Co. LLC. Michael Robert Eddy is a registered representative with the state of New Jersey and has a Series 7 and Series 66 license. Michael Robert Eddy specializes in providing investment advice to individuals, corporations, pooled investment vehicles and investment companies. Michael Robert Eddy has been in the financial services industry for over 10 years.

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

Russell Investments

location

SEATTLE, WA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Michael Gavan is a registered investment advisor with Russell Investments. Michael has been in the financial industry since August 2010. Michael is licensed in 53 states. Michael holds Series 7, Series 63 and Series 66 licenses. Michael has worked at Aquila Distributors LLC and MetLife Securities Inc. in the past.

SPECIALIZATIONS

Pension Consulting Services
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

BOCA RATON, FL

experience

34 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Michael Kravitz is a financial advisor registered with RBC Capital Markets, LLC. Michael has been in the financial services industry since 1991. Michael has a wide range of experience in financial planning, portfolio management, and retirement planning. Michael holds a Series 7, Series 8, Series 31, and SIE licenses. Michael is registered in several states, including Florida, Texas, and others. Michael's previous employers include Truist Investment Services, Inc., BB&T Securities, LLC, UBS Financial Services Inc., and Morgan Stanley & Co. Incorporated.

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

Almanack Investment Partners

location

WAYNE, PA

0 Disclosures

ADVISOR BIO

Michael De quevedo is a financial advisor registered with Almanack Investment Partners, located in Wayne, Pennsylvania. Michael has been in the industry for over 30 years. Michael has a Series 7 and Series 63 licenses and a Series 65. Michael also has experience with firms such as Morgan Stanley, Citigroup Global Markets Inc., PNC Investments, J.J.B. Hilliard, W.L. Lyons, Inc., PNC Brokerage Corp, and Janney Montgomery Scott 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

location

New York, NY

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Michael Valenti is a financial advisor with over 10 years of experience in the industry. Michael has worked with both individuals and businesses, and has a proven track record of success in providing investment advice and portfolio management services. Michael is currently registered with Blackrock Investment Management, LLC, and has been a Registered Representative of the firm since April 2016. Previously, Michael worked as a Registered Representative for Gary Goldberg & Co., Inc. and Bruderman Brothers LLC. Michael is licensed to provide financial advice in 53 states and the District of Columbia.

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

Vanguard Advisers, Inc. | CFP ® (Certifications)

0 Disclosures

ADVISOR BIO

Michael Lloyd Del carlo is an investment advisor representative with Vanguard Advisers, Inc. Michael Lloyd Del carlo is also a Certified Financial Planner. Michael Lloyd Del carlo has over 16 years of experience in the financial services industry. Michael Lloyd Del carlo has passed the Series 65 and Series 63 exams. Michael Lloyd Del carlo is currently registered with the state of Arizona and Texas. Michael Lloyd Del carlo has been employed by The Vanguard Group, Inc. since September 2024.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

CONSHOHOCKEN, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Michael Anthony Courtney is a financial advisor with RBC Capital Markets, LLC. Michael Courtney has been in the industry since 2006. He holds Series 7 and 66 licenses, along with the SIE. Michael Courtney is registered with several states, including Pennsylvania, Florida, and New York. Michael Courtney specializes in a variety of financial products and services including investment advisory services, portfolio management, and financial planning.

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

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

location

ST. LOUIS, MO

0 Disclosures

ADVISOR BIO

Michael Vredenburgh is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, Missouri. Michael has been in the financial services industry since 2004. Michael holds the Series 3, 7, 9, 10, 24, 53, 55 and 66 securities licenses. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant. Michael is a member of the City of Olivette Pension Board of Trustees. Michael's areas of expertise include financial planning, portfolio management, 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

Kovitz Investment Group Partners, LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Michael John Fenger is an investment advisor representative with Kovitz Investment Group Partners, LLC. Michael has been registered with the state of Illinois since January 4, 2016, and is currently registered with the firm. Michael has worked at Kovitz Investment Group, LLC, since 2011. The firm's main office is located at 71 S Wacker Drive, Suite 1860, Chicago, IL 60606.

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
CREDIT, CASH AND INSURANCE SOLUTIONS, FAMILY OFFICE SERVICES, CORPORATE EXECUTIVE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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