Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Foley is a Vice President at Wellesley Asset Management, Inc. with over 15 years of experience in the financial services industry. Michael holds the Series 6, 7, 63 and 66 licenses and the SIE exam. Michael is a registered investment advisor representative in Connecticut, Maine, Massachusetts, New Hampshire, and Texas. Michael has a track record of providing investment advice and portfolio management services to a diverse range of clients, including individuals, families, corporations, trusts, and retirement plans.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NH
02/05/2020 - Present
Wellesley Asset Management, Inc. (PORTSMOUTH NH)
MA
01/29/2018 - 12/31/2021
FORESIDE FUND SERVICES, LLC (Wellesley MA)
MA
07/04/2011 - 09/29/2015
E*TRADE SECURITIES LLC (BOSTON MA)
MA
08/10/2007 - 11/19/2010
TD AMERITRADE, INC. (QUINCY MA)
MA
12/14/2006 - 08/01/2007
SCOTTRADE, INC. (NATICK MA)
MA
05/30/2006 - 11/13/2006
AXA ADVISORS, LLC (WELLESLEY MA)
MA
11/01/2005 - 03/22/2006
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 01/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/31/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Michael Foley is the right advisor for you? Invested Better is here to help.
