Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Fennessy is an advisor at Lion Street Advisors, LLC. Michael is a registered investment advisor representative in Oregon and Washington and has over 20 years of experience in the financial services industry. Michael provides financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Michael is committed to providing personalized and objective advice to help clients achieve their financial goals.
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.
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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04/03/2019 - Present
Lion Street Advisors, LLC (Lake Oswego OR)
OR
03/09/2018 - 12/11/2018
PARK AVENUE SECURITIES LLC (PORTLAND OR)
NE
10/10/2016 - 03/07/2018
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NY
03/31/2015 - 09/02/2016
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
05/08/2013 - 03/31/2015
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
CO
01/06/2011 - 03/23/2013
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CA
05/17/2005 - 11/23/2010
DIVERSIFIED INVESTORS SECURITIES CORP. (LOS ANGELES CA)
PA
03/07/2000 - 04/15/2005
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
IA
Issued 04/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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