Unclaimed
Michael John Feeney is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Commonwealth Financial Network and has previously worked with MML Investors Services, LLC, MSI Financial Services, INC., New England Securities, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and MML Investors Services, INC. Michael has a Series 6, Series 7, Series 63, and Series 65 licenses. Michael provides financial planning, educational seminars, pension consulting, and portfolio management services. Michael also has experience in fixed insurance sales and works as a personal development coach.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
02/24/2023 - Present
Commonwealth Financial Network (WALTHAM MA)
NJ
03/25/2017 - 02/27/2023
MML INVESTORS SERVICES, LLC (FREEHOLD NJ)
NJ
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WALL TOWNSHIP NJ)
NJ
01/28/2010 - 01/02/2015
NEW ENGLAND SECURITIES (WALL TOWNSHIP NJ)
NJ
11/17/2004 - 01/13/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (MANALAPAN NJ)
IN
11/17/2004 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
02/12/2002 - 10/12/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 05/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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