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Michael Quinlivan

Pension Planning Solutions, Inc.

Greensboro, NC

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Current Employers
Pension Planning Solutions, Inc.

301 South Elm Street Suite 1008, Greensboro, NC 27401 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-06-23
  • NC RA
    APPROVED
    Since 2025-06-23

Branch Locations

301 South Elm Street Suite 1008, Greensboro, NC 27401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Presidium Retirement Advisers, Inc. Greensboro NC 07/2006 Present
  • 07/2006 → Present
    Presidium Retirement Advisers, Inc.
    Greensboro, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-26
S63 Uniform Securities Agent State Law Examination 1981-10-22
  • S65 Uniform Investment Adviser Law Examination
    1999-06-26
  • S63 Uniform Securities Agent State Law Examination
    1981-10-22
Designations

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · GREENSBORO, NC
BANKERS LIFE ADVISORY SERVICES, INC. · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
BY DESIGN FINANCIAL PLANNING · GREENSBORO, NC
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