Unclaimed
Michael Delaney is a financial advisor with over 10 years of experience in the industry. Michael is currently registered with Northbrook Financial, and is also a Certified Financial Planner and Chartered Financial Consultant. Michael specializes in providing financial planning, investment management, and portfolio management services to individuals and families. He is also a member of Northbrook Tax, LLC, which provides tax planning and preparation services. Michael's previous employers include Securian Financial Services, Inc. and Brown Advisory Securities, LLC. He is committed to providing his clients with personalized, high-quality financial advice.
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.
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.
Portfolio management on held away assets
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
MD
08/08/2022 - Present
Northbrook Financial (BALTIMORE MD)
MD
06/20/2018 - 05/21/2020
SECURIAN FINANCIAL SERVICES, INC. (Towson MD)
MD
07/14/2011 - 06/14/2018
BROWN ADVISORY SECURITIES, LLC (BALTIMORE MD)
NY
07/16/2007 - 08/20/2007
STEPHEN M. FERRETTI, INC. (NEW YORK NY)
NY
07/05/2005 - 08/05/2005
STEPHEN M. FERRETTI, INC. (NEW YORK NY)
NY
08/02/2004 - 08/16/2004
STEPHEN M. FERRETTI, INC. (NEW YORK NY)
BOTH
Issued 11/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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