Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Pond is a financial advisor with Legacy Wealth Management, LLC. Michael also works with Ancorato. Michael has been working in the financial industry for over 30 years. Michael is licensed in Florida and Idaho. Michael has experience working with high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth individuals. Michael provides financial planning, selection of other advisors, and portfolio management for individuals. Michael is also an advisory consultant.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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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ID
02/14/2024 - Present
Legacy Wealth Management, LLC (BOISE ID)
BC
Issued 05/16/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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