Michael
Quinlivan
Pension Planning Solutions, Inc
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About this Advisor
Michael Quinlivan is a financial advisor based in Greensboro, North Carolina, working with Pension Planning Solutions, Inc. Michael has previously held a position at Presidium Retirement Advisers, Inc. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Michael is part of Pension Planning Solutions, Inc, which operates out of Greensboro, North Carolina. The firm has 2 employees and manages assets totaling $133.8 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Pension Planning Solutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pension Planning Solutions, Inc Brokerage Details
$133,819,428
2
23
$5,818,236
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Michael Quinlivan Work History
Presidium Retirement Advisers, Inc
Disclosures
Please visit the SEC profile of Michael Quinlivan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pension Planning Solutions, Inc
Greensboro, NC
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