Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Paul Ferron is a financial advisor at Cambridge Investment Research Advisors, Inc. based in Rochester, NY. Michael has been in the industry since 2003 and holds a Series 6, Series 63, and SIE license. In addition to his role at Cambridge, Michael is also the president of Michael P. Ferron, CPA, P.C., an accounting firm he has been operating since 1984. Michael offers a range of financial services including financial planning, portfolio management, and 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.
Solicitation fees from 3rd party money managers
1
2
NY
04/10/2021 - Present
Cambridge Investment Research Advisors, Inc. (Rochester NY)
NY
01/03/2006 - 06/30/2011
ENSEMBLE FINANCIAL SERVICES, INC. (ROCHESTER NY)
NY
06/01/2005 - 12/13/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
12/02/2003 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
02/10/2003 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
BC
Issued 02/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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