Michael Wittenberg is a CFP, ChFC-designated registered investment advisor, based in Winston-Salem, NC, with 42 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2990 Bethesda Place, Suite #606B, Winston-Salem, NC, 27103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a FINRA arbitrator/expert witness, an instructor at Forsyth Technical Community College, and is involved with Wittenberg, Priddy, Blankenship for insurance and DBA activities. He is also an author and speaker, dedicating minimal time to writing a book about estate planning.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
D.E. Frey & Company, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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