Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Fletcher is a financial professional with over 14 years of experience in the industry. Michael holds a Series 66, Series 24, Series 27, Series 31, Series 53, and Series 55 license, and has passed the Series 7, SIE, and Series 99TO examinations. Michael is registered in Vermont and is affiliated with Equity Services, Inc. Michael's areas of expertise include financial planning, pension consulting, and portfolio management for individuals.
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.
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.
1
2
VT
11/29/2010 - Present
Equity Services, Inc. (MONTPELIER VT)
MA
07/08/2008 - 10/22/2010
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BOTH
Issued 08/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2013
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/21/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/28/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Fletcher is the right advisor for you? Invested Better is here to help.
