Michael Kravitz (CRD# 7823748) is an Investment Advisor Representative working at Kravitz Group Holdings, LLC in Marion, VA and has 1 year of experience in the finance industry.
CRD# 2762026
Raymond James Financial Services Advisors, Inc.
CRD# 3218183
Edward Jones
CRD# 4947874
Osaic Institutions, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Salt Lake City Bookkeeping | Salt Lake City, UT | Feb 2024 - Current | < 1 |
Kravitz Group Holdings, LLC | Marion, VA | Oct 2018 - Current | 5 |
Paylessparalegal.com | Marion, VA | Apr 2011 - Current | 13 |
Intuit | Mountain View, CA | Nov 2021 - Oct 2023 | 1 |
Beaver Run Resort | Breckenridge, CO | Jan 2021 - Apr 2021 | < 1 |
Copper Mountain Ski Resort | Frisco, CO | Sep 2019 - Oct 2020 | 1 |
Peconic Land Trust | Southampton, NY | Mar 2019 - Jun 2019 | < 1 |
Advisorbox, LLC | Breckenridge, CO | Nov 2017 - Sep 2018 | < 1 |
Career Connection Of Broward, Inc. | Fort Lauderdale, FL | Feb 2010 - Oct 2017 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- VA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.