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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 Anthony Trezza is a financial advisor with Edelman Financial Engines. Michael has over 20 years of experience in the financial services industry. Michael is a registered investment advisor in Arizona and Texas. Michael has a Series 6, Series 7, Series 63 and Series 65 license. Michael has experience providing financial planning, pension consulting, educational seminars, publication of periodicals and selection of other advisors to individual and business 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.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
AZ
01/11/2021 - Present
Edelman Financial Engines (PHOENIX AZ)
NJ
01/01/2019 - 06/14/2019
SIMPLICITY FINANCIAL INVESTMENT SERVICES, INC. (SUMMIT NJ)
NY
04/25/2016 - 01/10/2017
J.P. MORGAN SECURITIES LLC (SPARKILL NY)
NY
12/22/2000 - 10/26/2001
HORNBLOWER & WEEKS, INC. (NEW YORK NY)
NY
07/25/2000 - 12/19/2000
THE REGENCY GROUP, INC. (NEW YORK NY)
PA
10/20/1998 - 06/26/2000
FIRST SECURITY INVESTMENTS, INC. (KINGSTON PA)
NY
01/13/1998 - 10/21/1998
MILLENNIUM SECURITIES CORP. (NEW YORK NY)
NY
09/12/1997 - 02/16/1998
R.D. WHITE & CO., INC. (NEW YORK NY)
IA
Issued 09/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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