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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 William Mallon is an investment advisor representative with Cambridge Investment Research Advisors, Inc. and Bridgeport Financial Solutions. Michael has been in the industry since 2015 and holds a Series 66 and Series 7 licenses. Michael is registered in Massachusetts and Texas. Michael is also a tax preparer, an independent insurance agent, and an advisory representative of a Registered Investment Advisor. Michael primarily works with high net worth individuals and corporations. Michael is also registered with Cambridge Investment Research, Inc. in Massachusetts. Michael focuses on financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals.
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.
Solicitation fees from 3rd party money managers
1
2
MA
02/18/2021 - Present
Cambridge Investment Research Advisors, Inc. (Malden MA)
MA
01/25/2016 - 07/15/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (BOXBOROUGH MA)
BOTH
Issued 05/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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