Michael Quinlivan

PENSION PLANNING SOLUTIONS

Greensboro, NC 27401

Some features on this profile are disabled

CRD#: 1001618

Professional summary

Michael Quinlivan, AIF® is a registered financial advisor currently at PENSION PLANNING SOLUTIONS, INC. located in Greensboro, North Carolina.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Michael has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Quinlivan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

June 23, 2025 - Present

PENSION PLANNING SOLUTIONS, INC.

Office #1: 301 South Elm Street Suite 1008, Greensboro, NC 27401

RIA

CRD#: 126393

Greensboro, NC

Past

December 7, 2006 - June 10, 2025

PENSION PLANNING SOLUTIONS, INC.

RIA

CRD#: 126393

GREENSBORO, NC

Past

August 28, 2006 - October 27, 2006

PRESIDIUM

RIA

CRD#: 138132

GREENSBORO, NC

Past

March 23, 2004 - June 5, 2006

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

GREENSBORO, NC

Past

March 11, 2004 - June 5, 2006

MML INVESTORS SERVICES, LLC

CRD#: 10409

GREENSBORO, NC

Past

January 3, 2001 - March 15, 2004

OSAIC FS, INC.

RIA

CRD#: 3870

GREENSBORO, NC

Past

October 1, 1997 - March 15, 2004

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

October 20, 1986 - October 1, 1997

LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION

CRD#: 5178

FORT WAYNE, IN

Past

September 25, 1985 - November 24, 1986

MML INVESTORS SERVICES, LLC

CRD#: 10409

Past

November 17, 1981 - December 8, 1981

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

CRD#: 2682

Past

October 22, 1981 - January 18, 1985

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(6/23/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/26/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/22/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/17/1981

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/4/1981

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PENSION PLANNING SOLUTIONS, INC.

CRD#: 126393 / SEC#: 801-67290

RIA

Registered Investment Advisory firm - (6/10/2025 Terminated)

North Carolina

Registered Investment Advisory firm - (6/10/2025 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

301 South Elm Street Suite 1008, Greensboro, NC 27401

Mailing Address

Phone number

(336) 389-9922

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	17
AUM (Assets Under Management)	$ 8,151,418

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Ann Zuraw

ZURAW FINANCIAL ADVISORS, LLC

IAR

Greensboro, NC

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael Quinlivan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Quinlivan's CRS (Customer Relationship Summary).

Certified licenses

Experience

PENSION PLANNING SOLUTIONS, INC.

PRESIDIUM

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

OSAIC FS, INC.

OSAIC FS, INC.

LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION

MML INVESTORS SERVICES, LLC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

FIRST UNION CAPITAL MARKETS CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/26/1999

Series 63

Date: 10/22/1981

Series 7

Date: 10/17/1981

Series 6

Date: 8/4/1981

Current Firm

PENSION PLANNING SOLUTIONS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PENSION PLANNING SOLUTIONS, INC.

TRUST BUT VERIFY

Similar Advisors