Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Robert Trenholm is a financial advisor who has been in the industry since March 5, 1993. Michael is currently registered with Commonwealth Financial Network in Monmouth, ME. Previously, Michael was registered with Royal Alliance Associates, Inc. in Scottsdale, AZ and MML Investors Services, Inc. in Springfield, MA. Michael has a wide range of experience and holds Series 6, 7 and 66 licenses. Michael has been a registered representative with Commonwealth Financial Network since April 1, 2002. Michael is also a registered investment advisor in Maine. Michael serves clients in Arizona, Colorado, Florida, Maine, Massachusetts, Nevada, New Hampshire, North Carolina, South Carolina, Tennessee, and Washington. Michael specializes in providing financial planning services to individuals, corporations, 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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ME
04/01/2002 - Present
Commonwealth Financial Network (MONMOUTH ME)
AZ
12/24/1996 - 06/02/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
01/05/1993 - 10/24/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 03/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Trenholm is the right advisor for you? Invested Better is here to help.
