Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Maher has been in the financial services industry since April 1991. Michael is a registered representative of Valley Forge Investment Consultants, Inc., which is a registered investment advisor. Michael has a variety of experience including investments in private equity, real estate, and portfolio management. He has held several leadership positions including Chairman of the Valley Forge Financial Group, Inc. and the Valley Forge Family Office. Michael also serves as a managing member of several private equity and real estate funds.
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
12/02/2016 - Present
Valley Forge Investment Consultants, Inc. (AUDUBON PA)
PA
07/07/2000 - 06/28/2013
VFIC SECURITIES, INC. (MUNCY PA)
CA
01/08/1993 - 08/24/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
AZ
04/16/1991 - 02/16/1993
SPELMAN & CO., INC. (PHOENIX AZ)
IA
Issued 10/13/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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