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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Meuse is a financial advisor with Edelman Financial Engines. Michael has been a financial advisor for over 10 years and has extensive experience in the financial services industry. Michael holds licenses to offer investment advice in Massachusetts and Texas. Michael has a strong background in financial planning, portfolio management, and investment advisory services.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MA
01/06/2023 - Present
Edelman Financial Engines (NORWOOD MA)
MA
04/23/2019 - 04/05/2021
FIDELITY BROKERAGE SERVICES LLC (CHESTNUT HILL MA)
MA
09/12/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (BURLINGTON MA)
MA
12/11/2015 - 08/11/2016
PRUCO SECURITIES, LLC. (MARLBOROUGH MA)
IA
Issued 03/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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