Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Karl Brennan is a registered investment advisor representative with Fidelity Personal AND Workplace Advisors. Michael has been in the securities industry since October 14, 1993. Michael holds a Series 6, 7, 9, 10, 63, and 65 licenses and has been registered in Ohio, Indiana, Kentucky, Virginia, Florida, New Jersey, and Texas. Michael is a registered investment advisor representative in Ohio and Texas. Michael's firm has offices in Boston, MA, and has over $818 billion in regulatory assets under management. Michael has extensive experience in financial planning, portfolio management for individuals and businesses, and education seminars. Michael is also an owner/partner of High Meadows Lodging LLC, a vacation and cabin rental business located in Hocking Hills, 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.
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2
MA
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
IA
Issued 8/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/9/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/9/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/13/1994
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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