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 Feeney is a registered investment advisor with Global View Capital Management LLC. Michael has over 15 years of experience in the financial services industry. Michael is a licensed investment advisor representative in Utah. Michael is also a licensed insurance agent in several states. Michael's areas of expertise include financial planning, portfolio management, retirement planning, and insurance. Michael also provides sub-advisory services to other advisors and advice to participants of 401(k), 403(b), 457 and Simple retirement plans. Michael provides services to individuals, families, and small businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
11/18/2020 - Present
Global View Capital Management LLC (WAUKESHA WI)
UT
08/25/2017 - 12/31/2018
ELE WEALTH ADVISORS, INC. (Washington Terrace UT)
UT
01/06/2012 - 07/31/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (SOUTH OGDEN UT)
UT
10/20/2008 - 01/06/2012
WORLD GROUP SECURITIES, INC. (OGDEN UT)
MA
04/28/1995 - 12/19/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/28/1995 - 12/19/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
GA
01/09/1995 - 03/10/1995
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 06/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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