Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Conway Bree is a financial professional with over 30 years of experience in the financial services industry. Michael is currently registered with Jacobi Capital Management, LLC in Delaware and Pennsylvania. Michael previously worked at HORNOR, TOWNSEND & KENT, LLC in Pennsylvania, FINANCIAL NETWORK INVESTMENT CORPORATION in Delaware, PRINCOR FINANCIAL SERVICES CORPORATION in Delaware and 1717 CAPITAL MANAGEMENT COMPANY in Delaware. Michael has a strong background in investment advisory services, financial planning, and retirement planning. Michael is committed to providing his clients with personalized financial advice that meets their individual needs. Michael has earned the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations.
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.
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2
PA
06/06/2024 - Present
Jacobi Capital Management, LLC (PITTSTON PA)
PA
12/08/2011 - 06/05/2024
HORNOR, TOWNSEND & KENT, LLC (CONSHOHOCKEN PA)
DE
06/05/2008 - 12/08/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (WILMINGTON DE)
DE
10/18/2002 - 06/09/2008
PRINCOR FINANCIAL SERVICES CORPORATION (WILMINGTON DE)
DE
06/19/2002 - 10/23/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MN
06/21/1990 - 06/21/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BC
Issued 07/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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