Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Traynor is an investment advisor representative with Financial Coach based in West Chester, PA. Michael has been in the industry since 1991. Michael is a registered investment advisor in Pennsylvania. Michael has a Series 4, Series 7, Series 27, and Series 63 license and has earned the Chartered Financial Analyst designation. Michael specializes in providing financial planning and portfolio management for individuals and high-net-worth individuals. Michael's past experience includes work with Susquehanna Financial Group, LLLP, Vanguard Marketing Corporation, and LPL Financial LLC.
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.
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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PA
05/05/2014 - Present
Financial Coach (WEST CHESTER PA)
PA
06/24/2014 - 01/28/2017
LPL FINANCIAL LLC (WEST CHESTER PA)
NJ
02/02/2009 - 01/27/2012
NSX SECURITIES LLC (JERSEY CITY NJ)
PA
10/04/2006 - 02/02/2007
THE KEYSTONE EQUITIES GROUP, L.P. (OAKS PA)
PA
02/08/2001 - 10/12/2004
SUSQUEHANNA FINANCIAL GROUP, LLLP (BALA CYNWYD PA)
NY
10/21/2002 - 05/26/2004
SIG INDEX SPECIALISTS, LLC (NEW YORK NY)
PA
09/14/1993 - 01/30/2001
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
12/02/1991 - 04/29/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BC
Issued 07/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/1995
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/20/1993
Series 4 - Registered Options Principal Examination
BC
Issued 01/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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