Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Legacy is a financial advisor with Commonwealth Financial Network, registered in California. Michael is also licensed to provide investment advisory services in California, Oregon, and Washington. Michael has been in the financial services industry since 2013 and holds Series 7, 66, 24, 31, and SIE licenses. Michael offers a range of services, including financial planning, portfolio management, pension consulting, educational seminars, and publication of periodicals. Michael is also a Vice President of Business Development with Legacy Realty and spends 0% of his time at the branch on real estate related activities.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/26/2014 - Present
Commonwealth Financial Network (SAN DIEGO CA)
CA
07/18/2013 - 07/23/2014
MORGAN STANLEY (CARLSBAD CA)
BOTH
Issued 08/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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