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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 Peter Defendis is a registered investment advisor representative with Roush Investment Group. Michael has been in the financial services industry since March 1982. Michael is licensed in California and offers a range of services including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Roush Investment Group has 2 licensed agents, 2 investment advisor representatives and 3 investment advisory functions. They serve 122 clients in the categories of individuals other than high-net-worth, and high-net-worth individuals.
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.
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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2
CA
08/15/2019 - Present
Roush Investment Group (FRESNO CA)
Active
Inactive
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