| Advisor Profile |
 |
| Name: |
Michael Clancy, CDFA, CSNA |
| Phone Number: |
(503) 343-4566 |
| Website: |
Visit Website
|
|
|
 |
| Research This Advisor |
|
| Request More Information |
|
| Disclaimer |
| The information in this Internet site is directed at, and is intended for distribution to, and use by, persons in the U.S. only. It is not intended for distribution to, or use by, any person in any other jurisdiction. Other non-U.S. investors, including UK investors, are directed to our International Private Client Group site. The Total Merrill brand is used to refer to the broad range of brokerage, investment advisory (including financial planning), banking, trust, mortgage, and other financial services and products offered by Merrill Lynch. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill Lynch's obligations will differ among these services.
|
|
|
|
|
|
Business Description |
PROFESSIONAL PROFILE
Michael adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional. With this intimate knowledge about what you value most, Mike is able to help you establish objectives, develop an appropriate strategy and recommend solutions that draw upon the breadth and depth
of Total MerrillSM to connect all the pieces of your financial life. Mike can conduct regular reviews with you to help you monitor your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life and/or business.Remember it's never too early or too late to take control of your financial future,and there is no better time than now to set an appointment with Michael.
Mike has been a Financial Advisor for 7 years, joining Merrill Lynch in 2008. He is a graduate of Oregon State University .Mike enjoys spending time with his wife, three children and two grandchildren.
Mike is also a member of these organizations:
Institute for Divorce Financial Analysts
Oregon State Alumni Association
Oregon Trial Lawyers Association
National Eagle Scout Association
. |
|
| |
|
|
General Information |
|
|
|
|
|
|
| Name of Broker/Dealer: |
Merrill Lynch
|
|
| States Licensed in: |
Oregon,California,Colorado,Maryland,Nevada,New Mexico,Arizona
|
|
| Years of Experience in Financial Services: |
7
|
|
| Number of Years with Current Firm: |
1
|
|
| I work with the following types of clients: |
Businesses, Non-Profit Organizations, Individual Investors
|
|
| |
|
Education |
| Academic Background |
| |
BS, Business Administration
Oregon State University
Minor History |
|
| |
|
Services |
| Investment Types: |
Options & Futures, Alternative Investments, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Bonds, Stocks, FOREX & Currency, Mutual Funds, Commodities, Insurance, Annuities, Socially Responsible Investments (SRI)
|
|
| |
|
Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Divorce Financial Analyst(CDFA), Vice President
|
|
| Securities Licenses: |
Life & Health, Series 31, Series 7, Series 66
|
|
| Insurance and Annuity Licenses: |
Health, Disability, Variable Life, Life, Variable Annuity, Long Term Care
|
|
| Non-Financial Organization Memberships: |
Oregon Stae Alumni Association
Institute for Divorce Financial Analyst
National Eagle Scout Association
Oregon Trail Lawyers Association
|
|
| |
|
Firm Information |
| Number of Advisors in Office: |
Over 1000 employees
|
|
| Assets Managed by Firm: |
Yes
|
|
| Advisor's Number of Clients: |
125 Hshlds
|
|
| Assets Managed by Advisor: |
$30mm+
|
|
| |
|
Compliance |
| Registered Investment Advisor: |
Yes
|
|
| Registered Representative: |
Yes
|
|
| Investment Advisor Representative: |
Yes
|
|
| Compliance Disclosures in Last 5 years: |
I have a clean record
|
|
| Criminal Disclosures in Last 5 years: |
I have a clean record
|
|
| |
|
Compensation & Fees |
| I am a fee-based financial professional: |
Yes
|
|
| Minimum Portfolio Size for New Managed Accounts: |
$50,000
|
|
| Compensation Methods: |
Based on Assets, Commissions
|
|
| Additional Details on Charges: |
Negotiable depending on assets under management from 1.25-2.5%
|
|
| |
|
| |
| |
| Prepared By: |
Michael Clancy, CDFA, CSNA |
| Most Recent Update: |
07/21/2008 |
|
|
