Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Delehanty is a financial advisor with Berthel, Fisher & Co. Financial Services, Inc., and has over 35 years of experience in the financial services industry. Michael is a Certified Financial Planner™ and is registered in 11 states. Michael has a strong focus on providing financial planning, portfolio management for individuals and businesses, and selection of other advisers. In addition to his current position at Berthel, Fisher & Co. Financial Services, Inc., Michael has held previous positions at Continental Capital Investment Services, Inc., MFI Investments Corp., First Eastern Equity Corp., American Express Financial Advisors Inc., IDS Life Insurance Company, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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
NJ
01/20/2005 - Present
Berthel, Fisher & Co. Financial Services, Inc. (TITUSVILLE NJ)
OH
10/22/1990 - 03/31/2003
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
NA
09/21/1990 - 10/15/1990
MFI INVESTMENTS CORP.
NY
07/20/1990 - 09/27/1990
FIRST EASTERN EQUITY CORP. (ARMONK NY)
MN
05/23/1990 - 06/22/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/23/1990 - 06/22/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
07/23/1986 - 12/21/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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