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Michael Faraj is a registered Investment Advisor Representative with TD Private Client Wealth LLC, a firm managing over $6 billion in assets. Michael is a Series 65 licensed advisor and has experience in providing financial planning services and portfolio management to individuals, businesses, and institutions. Michael has been registered as an Investment Advisor Representative in Florida since 2021 and has also recently expanded their practice to New Jersey, New York, and Pennsylvania.
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.
A percentage of the total value of assets under management is charged.
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FL
05/23/2022 - Present
TD Private Client Wealth LLC (Sarasota FL)
IA
Issued 07/16/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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