Michael Finer, financial advisor Salem MA

Michael Finer

CRD Number: 2657455
Current Firm: Finer Wealth Management, Inc.

Michael Finer (CRD# 2657455) is an Investment Advisor Representative working at Finer Wealth Management, Inc. in Salem, MA and has 1 year of experience in the finance industry. Michael Finer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Finer Wealth Management, Inc. Salem, MA Dec 1996 - Current 27
Finer Financial & Tax, Inc. Salem, MA Sep 1995 - Current 28

Michael Finer has no recent exams reported.
Contact Info for Michael S. Finer
Phone Number: 978-740-1011
Firm Website: http://www.finer.com/
Registered State(s):
  • AZ
  • MA
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    166
    MILLIONS
  • Total Number of Accounts
    572
    ACCOUNTS
  • Average Account Value
    $290,737
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AZ, FL, MA, NH, TX, VT

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