Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Cleary is a financial advisor with Vantage Financial Group, Inc. located in Cleveland, Ohio. Michael has over 35 years of experience in the financial industry. Michael is registered with the state of Ohio and Texas as a Registered Investment Advisor and the state of Ohio as a Registered Representative. Michael has passed the Series 63, Series 24, SIE, and Series 7 exams. Michael holds the Certified Financial Planner designation. Michael specializes in providing financial planning, asset management, and portfolio management services for individuals and businesses. Michael is also an independent insurance agent, selling disability, fixed annuities, life/accident/health, and long-term care insurance.
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.
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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2
OH
02/13/2015 - Present
Vantage Financial Group, Inc. (CLEVELAND OH)
OH
04/10/1992 - 09/03/2013
WALNUT STREET SECURITIES, INC. (CLEVELAND OH)
OH
04/20/1988 - 03/19/1992
FINANCIAL AMERICA SECURITIES, INC. (CLEVELAND OH)
BC
Issued 05/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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