Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Frager is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with Balboa Wealth Partners, Inc. and has been with the firm since November 2016. Michael has extensive experience providing financial planning, investment management, and pension consulting services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Michael is a Chartered Financial Consultant and holds several securities licenses, including Series 7, 63, 24, 27, 65, and 99.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
CA
08/21/2024 - Present
Balboa Wealth Partners, Inc. (La Jolla CA)
CA
01/05/2017 - 04/20/2020
INTEGRITY BROKERAGE SERVICES, INC. (La Jolla CA)
CA
03/12/2010 - 10/31/2016
CENTAURUS FINANCIAL, INC. (LA JOLLA CA)
CA
12/14/2007 - 03/12/2010
INDEPENDENT FINANCIAL GROUP, LLC (LA JOLLA CA)
CA
10/05/2007 - 12/18/2007
PRINCOR FINANCIAL SERVICES CORPORATION (LA JOLLA CA)
CA
03/10/2006 - 10/31/2007
GRANITE SECURITIES, LLC (LAJOLLA CA)
CA
08/14/2003 - 03/18/2005
GIRARD SECURITIES, INC. (SAN DIEGO CA)
CA
01/22/2001 - 08/22/2003
FIRST WALL STREET CORP. (LA JOLLA CA)
MA
07/12/1999 - 01/11/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
12/14/1995 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NY
04/10/1992 - 09/14/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/25/1984 - 04/22/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 09/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2017
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1984
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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