Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Tedone is an Investment Advisor Representative who works at Connecticut Wealth Management, LLC. Michael Tedone is registered with the state of Connecticut and Texas. Michael Tedone has 22 years of experience in the financial industry. Michael Tedone has passed the Series 7 and Series 66 exams. Michael Tedone also holds the Personal Financial Specialist designation. Michael Tedone is a trustee for several trusts and also serves on the board of the Boys and Girls Club of Hartford. Michael Tedone specializes in providing financial planning and portfolio management services for individuals, businesses, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Assets under advisement
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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CT
03/28/2017 - Present
Connecticut Wealth Management, LLC (FARMINGTON CT)
CT
07/18/2001 - 12/20/2007
JEFFERSON PILOT SECURITIES CORPORATION (WEST HARTFORD CT)
BOTH
Issued 10/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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