Michael Bobowski (CRD# 5624256) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Waxhaw, NC and has over 14 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Ae Wealth Management, LLC | Topeka, KS | Oct 2023 - Current | < 1 |
Brolen Davis Integrative Wealth Management | Waxhaw, NC | Mar 2010 - Current | 14 |
Securities America Inc. | Charlotte, NC | Feb 2016 - Oct 2023 | 7 |
Securities America Advisors | Charlotte, NC | Feb 2016 - Oct 2023 | 7 |
Massmutual Life Insurance Company | Charlotte, NC | Jan 2010 - Feb 2016 | 6 |
Mml Investors Services Inc. | Charlotte, NC | Jan 2010 - Feb 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2009 |
S65 | NASAA Investment Advisors Law Examination | Sep 2010 |
- NC
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Total Assets Under Management21,801MILLIONS
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Total Number of Accounts177,044ACCOUNTS
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Average Account Value$123,137
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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