Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Malaney is a financial advisor at Commonwealth Financial Network. Michael has over 10 years of experience in the financial services industry. He has worked with both high-net-worth individuals and families as well as institutions. Michael is committed to providing clients with personalized financial advice and strategies that help them achieve their financial goals. He is a Certified Financial Planner and holds both Series 65 and Series 66 licenses. Michael is also a licensed insurance agent and has a background in tax preparation.
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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NY
08/17/2021 - Present
Commonwealth Financial Network (Depew NY)
NY
09/25/2017 - 05/23/2018
AXA ADVISORS, LLC (WILLIAMSVILLE NY)
IA
Issued 08/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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