Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Garner is a financial advisor with MFA Wealth Services, a registered investment advisor. Michael has been in the financial services industry since 2005. Michael Garner holds the Series 66, Series 7 and Series 24 licenses. Michael is also a Certified Financial Planner. MFA Wealth Services is headquartered in Thousand Oaks, CA. MFA Wealth Services provides financial planning and portfolio management services to individuals and high-net-worth 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.
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.
1
2
CA
02/15/2017 - Present
MFA Wealth Services (THOUSAND OAKS CA)
CA
04/26/2005 - 10/11/2013
ALLIANCE ADVISORY & SECURITIES, INC. (WESTLAKE VILLAGE CA)
BOTH
Issued 05/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Garner is the right advisor for you? Invested Better is here to help.
