Unclaimed
Michael F. Presser is a financial advisor at Vanguard Advisers, Inc. Michael has been in the financial services industry since July 2008. Michael has a Series 6, 7 and 63 license. Michael has his Series 63 license and has also passed the SIE exam. Michael is registered in Pennsylvania and Texas. Michael has a Certified Financial Planner designation and has been with Vanguard since 2008. Michael's area of expertise is financial planning, investment management, and providing services to high-net-worth individuals, corporations, and institutions.
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.
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.
1
2
PA
01/12/2016 - Present
Vanguard Advisers, Inc. (MALVERN PA)
BC
Issued 08/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Presser is the right advisor for you? Invested Better is here to help.