Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Tallon is a financial advisor currently registered with Mariner Wealth. Michael has been in the financial industry since 2010 and has a strong background in portfolio management, financial planning, and investment advice. Michael has held previous positions with J.P. Morgan Securities LLC and Fidelity Brokerage Services LLC. Michael has several professional designations including a Certified Financial Planner designation.
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.
Family office services
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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CA
06/01/2021 - Present
Mariner Wealth (San Diego CA)
CA
07/11/2017 - 06/08/2021
J.P. MORGAN SECURITIES LLC (SOLANA BEACH CA)
CA
04/03/2012 - 07/03/2017
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
CA
10/18/2010 - 09/07/2011
MORGAN STANLEY SMITH BARNEY (RIVERSIDE CA)
BOTH
Issued 12/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/17/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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