Michael Cordak (CRD# 5294654) is an Investment Advisor Representative working at Optimum Wealth Management, LLC in Woodstock, GA and has over 17 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Optimum Wealth Management, LLC | Woodstock, GA | Jun 2010 - Current | 13 |
| Delta Airlines | Atlanta, GA | Jun 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2007 |
- GA
-
Total Assets Under Management66MILLIONS
-
Total Number of Accounts175ACCOUNTS
-
Average Account Value$375,551
- 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
- Selection of other advisers (including private fund managers)
GA
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