Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Raymond Perhac is a financial advisor at Trumbower Financial Advisors LLC. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with the state of Maryland and Texas. Michael has been in the financial services industry since 2006. Michael has experience providing financial advice to high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
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.
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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MD
11/21/2019 - Present
Trumbower Financial Advisors LLC (BETHESDA MD)
MD
01/06/2006 - 07/20/2007
PSA EQUITIES, INC. (LUTHERVILLE MD)
BOTH
Issued 12/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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