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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Frazier is an investment advisor representative with Bedell Frazier Investment Counselling, LLC, a firm based in Walnut Creek, CA. Michael is registered in California and Texas. Michael has been in the industry since 1999 and has experience in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Michael has passed the Series 7 and Series 65 exams.
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.
A percentage of the total value of assets under management is charged.
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CA
10/11/2012 - Present
Bedell Frazier Investment Counselling, LLC (WALNUT CREEK CA)
NY
06/08/1999 - 04/07/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 09/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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