Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Grennan is a financial advisor with Charter Research & Investment Group Inc. based in Southport, CT. Michael has been a registered investment advisor for over 20 years, having previously worked with Raymond James Financial Services, Inc. in St. Petersburg, FL. Michael has a strong background in investment management, with experience in portfolio management for individuals and financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
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CT
03/04/2013 - Present
Charter Research & Investment Group Inc. (SOUTHPORT CT)
NY
05/22/2007 - 06/05/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
FL
02/17/1999 - 05/23/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IA
Issued 08/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
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