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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Byrne is a financial professional who has been in the industry since 2014. Michael Byrne is a registered representative with Equity Services, Inc. and is also registered as an investment advisor representative in the state of California. Michael Byrne has experience with MML Investors Services, LLC and Thrivent Investment Management Inc. Michael Byrne holds Series 7, Series 24, and Series 66 licenses. Michael Byrne specializes in investment management, financial planning, and pension consulting. Michael Byrne provides services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Michael Byrne is committed to helping clients achieve their financial goals.
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.
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.
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2
CA
01/21/2021 - Present
Equity Services, Inc. (IRVINE CA)
CA
01/20/2016 - 08/14/2019
MML INVESTORS SERVICES, LLC (NEWPORT BEACH CA)
CA
07/25/2012 - 11/13/2015
THRIVENT INVESTMENT MANAGEMENT INC. (SAN DIEGO CA)
BOTH
Issued 11/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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