Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Conway is an investment advisor with over 11 years of experience in the financial services industry. Michael is currently registered with SVB Wealth, an affiliate of SVB Investment Services Inc., where Michael provides financial and investment advice. Michael has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, SVB Securities, and Silicon Valley Bank. Michael is a Series 63, 66 and 7 licensed individual. Michael is a member of FINRA and is registered with the state of California, Colorado, Nevada, Oregon, Texas, and Virginia.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Planned giving, family office, wealth planning
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.
1
2
CA
01/12/2023 - Present
SVB Wealth (San Francisco CA)
CA
07/02/2020 - 12/31/2023
SVB INVESTMENT SERVICES INC. (San Francisco CA)
CA
01/12/2012 - 01/17/2017
SVB SECURITIES, A NON-BANK AFFILIATE OF SILICON VALLEY BANK (PALO ALTO CA)
CA
11/11/2010 - 11/30/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
BC
Issued 10/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Conway is the right advisor for you? Invested Better is here to help.
