Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Patrick Brannen is a registered representative with Fidelity Personal and Workplace Advisors, a firm that manages between $1 billion and $10 billion in assets. Michael Patrick Brannen has been in the securities industry since July 2016, working in the Merrimack, NH office of Fidelity Investments before joining Fidelity Personal and Workplace Advisors in Boston, MA. Michael Patrick Brannen's registrations include Series 66 and Series 7 exams. Michael Patrick Brannen has a total of 12 approved registrations including registrations in states like Connecticut, Florida, Maine, Massachusetts, New Hampshire, New York, Rhode Island, Texas, and Vermont. Michael Patrick Brannen's firm is based in Boston, MA, and has a total of 7979 licensed agents, 14549 investment advisor representatives, and 15281 registered representatives.
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
NH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (NASHUA NH)
BOTH
Issued 09/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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