Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Tricaso is an investment advisor representative with Valmark Advisers, Inc., and has been in the industry since 2021. Michael is registered with the state of Ohio as both a broker-dealer and investment advisor representative. Michael has passed the Series 7TO, SIE, Series 24 and Series 66 exams. Michael provides investment advisory services to a range of client types including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and other investment advisors. Michael has a background in education and finance. Michael is also the owner of Bear Feet LLC, an online retail business.
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.
Strategic management for diversified investment portfolios.
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.
1
2
OH
02/23/2023 - Present
Valmark Advisers, Inc. (Akron OH)
BOTH
Issued 02/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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