Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Duffy is an investment advisor representative currently registered with Commonwealth Financial Network. Michael has been in the industry for several years and has a diverse background, having worked at Rex Capital Advisors, Wellington Management LLP, and Lexington Financial Inc. Michael is also registered as an investment advisor representative with the state of Massachusetts. Michael holds Series 7, Series 63, Series 66 and SIE licenses. Michael can provide financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for businesses and individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MA
01/11/2023 - Present
Commonwealth Financial Network (BRAINTREE MA)
NH
07/18/2013 - 07/08/2014
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 12/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/23/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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