Michael Quinlivan, financial advisor Greensboro NC
96 score

Michael Quinlivan

CRD Number: 1001618
Current Firm: Pension Planning Solutions, Inc.

Michael Quinlivan (CRD# 1001618) is an Investment Advisor Representative working at Pension Planning Solutions, Inc. in Greensboro, NC and has over 35 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Presidium Retirement Advisers, Inc. Greensboro, NC Jul 2006 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1981
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Michael Quinlivan
Phone Number: 336-389-9922
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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