Unclaimed
Michael Ventura is a financial advisor with over 20 years of experience in the financial services industry. Michael Ventura is currently registered with Independence Financial Advisors, LLC and has been with the firm since April 2011. Michael Ventura is also a registered representative with Infinitex Investments, Inc. Michael Ventura provides a variety of financial services, including investment management, financial planning, and retirement planning. Michael Ventura's office is located at 402 Central Street, Franklin, NH 03235.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advertisement and sale of fixed/ fixed-index annuity products
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.
One-time project fees
1
2
NH
04/11/2011 - Present
Independence Financial Advisors, LLC (FRANKLIN NH)
NH
04/01/1999 - 01/02/2015
INFINEX INVESTMENTS, INC. (FRANKLIN NH)
WI
05/08/1996 - 05/22/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
FL
06/15/1993 - 05/14/1996
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CT
09/14/1992 - 06/15/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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