Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Christopher Borelli is an investment advisor representative at Downing Street Wealth Management LLC. Michael has been in the financial industry since 2015. Michael is a Series 66 and Series 7TO registered representative. Michael specializes in financial planning, pension consulting, and portfolio management for individuals. Michael is registered in Colorado. Michael previously worked at Fidelity Brokerage Services 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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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CO
12/05/2022 - Present
Downing Street Wealth Management LLC (GREENWOOD VILLAGE CO)
CO
11/16/2021 - 10/07/2022
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 12/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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