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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Andrew Trethewey is an investment advisor representative with Prospera Financial Services, Inc. based in Miami, Florida. Michael has been in the industry since December 1997. Before joining Prospera Financial Services, Inc., Michael worked at Wells Fargo Clearing Services, LLC, Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael is licensed in several states including Florida, Texas, Massachusetts and New York. Michael specializes in providing investment advice to high-net-worth individuals, corporations, trusts, charitable organizations, pension and profit-sharing plans and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
FL
04/26/2023 - Present
Prospera Financial Services, Inc. (Miami FL)
MA
06/29/2018 - 03/24/2023
WELLS FARGO CLEARING SERVICES, LLC (BOSTON MA)
MA
06/01/2009 - 07/03/2018
MORGAN STANLEY (BOSTON MA)
MA
01/04/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
12/10/1997 - 01/08/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
BOTH
Issued 12/31/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 12/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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