Michael Poterala (CRD# 7723574) is an Investment Advisor Representative working at Catalyst Financial Advisors LLC in Pleasant Ridge, MI and has over 2 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Catalyst Financial Advisors LLC | Pleasant Ridge, MI | Apr 2023 - Current | 1 |
| Wayne State University | Detroit, MI | Oct 2022 - Current | 1 |
| University Of Maryland College Park | College Park, MD | Jan 2015 - Oct 2022 | 7 |
| North Carolina State University | Raleigh, NC | May 2011 - Jan 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- MI
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$415,696
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
MI
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