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 Flynn is an active Registered Representative and Investment Advisor Representative with Avantax Advisory Services. Michael has been in the financial services industry since November 1991. Michael holds a Series 6, Series 62, Series 63 and Series 65 license, and is registered to provide investment advice in Delaware, Florida, Illinois, Maryland, North Carolina, South Carolina and Virginia. Michael also has experience with H.D. Vest Investment Securities, Inc. and FreeState Tax Associates LTD. Michael is a specialist in portfolio management for individuals and businesses, and offers financial planning and pension consulting services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MD
10/21/1993 - Present
Avantax Advisory Services (ELLICOTT CITY MD)
NA
03/26/1992 - 04/20/1992
H.D. VEST INVESTMENT SECURITIES, INC.
TX
11/15/1991 - 03/24/1992
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 08/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1996
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/29/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Flynn is the right advisor for you? Invested Better is here to help.
