Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Treanor is a financial advisor registered with the state of Maryland, offering investment advisory services as a Registered Investment Advisor. Michael has been in the financial services industry since 2007. He holds the Series 7 license and is a Certified Financial Planner. Michael currently works for Aegis Wealth and has a long history of providing financial advice and services to clients.
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.
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.
Portfolio monitoring & consulting
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.
% of assets under consultation
1
2
MD
01/16/2024 - Present
Aegis Wealth (BETHESDA MD)
DC
07/23/2009 - 11/20/2013
COMMONWEALTH FINANCIAL NETWORK (WASHINGTON DC)
DC
12/04/2007 - 07/27/2009
FSC SECURITIES CORPORATION (WASHINGTON DC)
BC
Issued 12/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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