Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael George Paregian is a financial advisor with over 20 years of experience in the industry. Michael is currently a registered Investment Advisor Representative with Bryn Mawr Capital Management, LLC. Michael is a Certified Financial Planner and has held registrations with several other firms, including Vanguard Marketing Corporation, NFP Securities, Inc., American General Securities Incorporated, and Waterhouse Securities, Inc. Michael specializes in providing financial planning, portfolio management, and other advisory services for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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.
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DE
07/06/2023 - Present
Bryn Mawr Capital Management, LLC (Wilmington DE)
PA
10/03/2007 - 07/13/2017
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
06/17/2003 - 07/12/2007
NFP SECURITIES, INC. (BERWYN PA)
AZ
02/04/2002 - 07/15/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NE
01/13/1997 - 12/30/1998
WATERHOUSE SECURITIES, INC. (OMAHA NE)
BC
Issued 04/02/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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