Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edberg is a financial advisor with Millennium Investment And Retirement Advisors, LLC, located in Bethesda, MD. Michael has been in the financial industry since 2013 and has been with Millennium Investment And Retirement Advisors, LLC since 2017. Previously, Michael was a financial advisor at Independent Financial Group, LLC. Michael has a Series 7 and SIE license and holds the Chartered Financial Analyst designation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
09/05/2017 - Present
Millennium Investment AND Retirement Advisors, LLC (Bethesda MD)
MD
07/27/2015 - 08/18/2017
INDEPENDENT FINANCIAL GROUP, LLC (CHEVY CHASE MD)
BC
Issued 08/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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