Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Freedman is a financial advisor with over 30 years of experience in the industry. Michael currently works with Wealthcare Advisory Partners LLC and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Michael has a broad range of experience, including providing investment advisory services to individuals, businesses, and pension plans. Michael specializes in financial planning and investment management, and he is committed to helping his clients achieve their financial goals. Michael holds a variety of professional designations, including the Certified Financial Planner designation and the Chartered Financial Consultant designation.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
PA
05/16/2019 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
FL
01/16/2004 - 12/20/2011
MERRIMAC CORPORATE SECURITIES, INC. (ALTAMONTE SPRINGS FL)
FL
10/22/2002 - 11/05/2004
ALLEN DOUGLAS SECURITIES, INC. (WINTER PARK FL)
MA
02/16/2000 - 10/22/2002
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NY
07/13/1999 - 02/24/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
06/04/1997 - 06/22/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
IN
10/05/1994 - 06/04/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
FL
09/28/1992 - 10/10/1994
INVESTACORP, INC. (MIAMI FL)
BOTH
Issued 04/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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