Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael J Falcon is a financial advisor with Avantax Advisory Services. Michael is based in Swansea, Massachusetts and has been working in the financial services industry since 2015. Michael has earned the Series 7, Series 66 and SIE licenses and is registered with FINRA and the state of Massachusetts. Michael specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. In addition to his work at Avantax, Michael owns and operates Falcon Wealth Management which provides accounting, bookkeeping, and tax preparation services. Michael also has a 40% ownership in a personal training company.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MA
10/25/2019 - Present
Avantax Advisory Services (SWANSEA, MA)
MA
09/28/2015 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (SWANSEA MA)
BOTH
Issued 10/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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