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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jeanfreau is a financial advisor with Mariner Wealth Advisors in Tigard, Oregon. Michael has been working in the financial services industry since 1994. Michael has Series 7, 63, 65 and 24 licenses. Michael has experience working with high-net-worth individuals, families, businesses, charitable organizations, and insurance companies. Michael specializes in financial planning, portfolio management, and family office services. Michael also offers educational seminars and publishes periodicals.
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.
Family office services
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
OR
02/17/2022 - Present
Mariner Wealth (Tigard OR)
OR
03/15/2012 - 01/05/2022
CETERA ADVISORS LLC (PORTLAND OR)
OR
06/08/2009 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (TIGARD OR)
OR
11/26/2007 - 06/08/2009
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
OR
05/21/2004 - 11/20/2007
BANCWEST INVESTMENT SERVICES, INC. (GRESHAM OR)
NE
04/30/2004 - 05/18/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IN
12/18/2001 - 05/29/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IL
01/11/2000 - 04/08/2002
FIRST PENN-PACIFIC SECURITIES, INC. (SCHAUMBURG IL)
CA
06/16/1998 - 03/23/1999
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
OR
11/02/1992 - 07/08/1996
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
CA
05/07/1992 - 07/27/1992
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
AZ
01/14/1991 - 04/09/1992
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
11/19/1989 - 07/31/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
05/22/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/19/1988 - 04/10/1989
ASSOCIATED PLANNERS SECURITIES CORPORATION
IA
Issued 04/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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