Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gregory Brahmer is a financial advisor with over 17 years of experience in the industry. Michael is currently registered with United Planners' Financial Services Of America A Limited Partner. Michael has also held previous positions with TRIAD ADVISORS LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., and SII INVESTMENTS, INC. Michael holds the Series 63, Series 7 and SIE licenses. Michael has a Certified Financial Planner designation. Michael specializes in retirement planning, investment advice, insurance and estate planning services.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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
AZ
09/27/2019 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
WI
10/15/2012 - 09/30/2019
TRIAD ADVISORS LLC (Altoona WI)
WI
07/16/2008 - 10/16/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (EAU CLAIRE WI)
WI
03/23/2005 - 07/16/2008
SII INVESTMENTS, INC. (EAU CLAIRE WI)
BC
Issued 04/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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