Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Freeburg is a financial advisor with Greenwich Wealth Management, LLC. Michael has been in the industry for over 20 years and has a strong background in investment management. Michael holds both the Series 63 and Series 65 licenses and has passed the Series 7 and SIE exams. Michael is registered with the state of Connecticut and Florida. Michael has previously worked with a variety of firms, including Private Client Services, LLC, Leigh Baldwin & Co., LLC and Saxony Securities, Inc. Michael is also a Founding Member of Catalus Capital Management, LLC which operates as a private family office. Michael has specialized in investment management for individuals, businesses and pooled investment vehicles.
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.
Gwm has executed a portfolio manager licensing agreement with covestor limited. covestor limited (doing business as interactive
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
FL
01/24/2018 - Present
Greenwich Wealth Management, LLC (West Palm Beach FL)
CT
11/30/2015 - 12/01/2016
PRIVATE CLIENT SERVICES, LLC (Greenwich` CT)
CT
08/02/2013 - 12/01/2015
LEIGH BALDWIN & CO., LLC (GREENWICH CT)
CT
12/20/2006 - 08/19/2013
SAXONY SECURITIES, INC. (GREENWICH CT)
CT
07/22/2004 - 12/20/2006
JVB FINANCIAL GROUP, LLC (COS COB CT)
CA
03/15/2002 - 07/30/2004
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
IA
Issued 05/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michael Freeburg is the right advisor for you? Invested Better is here to help.
