Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Brennan is a financial advisor registered with Fidelity Personal and Workplace Advisors and has been in the industry since 1993. Michael is licensed in multiple states and has a variety of certifications and designations including Series 6, Series 7, Series 9, Series 10, Series 63, and Series 65. Michael provides financial planning, portfolio management for individuals and businesses, and educational seminars. Michael also owns and operates High Meadows Lodging LLC which provides vacation cabin rentals in Ohio.
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.
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
OH
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (LEWIS CENTER OH)
IA
Issued 08/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/09/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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