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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 Guthrie is a financial advisor with over 20 years of experience in the industry. He works with individuals, families, and businesses. His expertise covers financial planning, portfolio management, and pension consulting. He has held various positions in the financial services industry at companies such as Northwestern Mutual Investment Services, LLC, Citizens Securities, Inc., and Russell Investments Financial Services, LLC. Michael Guthrie is currently registered with SHP Wealth Management, LLC. The firm offers financial planning, portfolio management, and pension consulting services to high-net-worth individuals, families, businesses, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. They use a variety of compensation arrangements including hourly charges, percentage of assets, and selection of other advisors fees.
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.
A percentage of the total value of assets under management is charged.
Selection of other advisers fees
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2
MA
10/26/2023 - Present
SHP Wealth Management, LLC (PLYMOUTH MA)
MA
03/13/2020 - 10/17/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOSTON MA)
MA
01/08/2018 - 02/28/2020
CITIZENS SECURITIES, INC. (NEWTON MA)
WA
06/19/2014 - 01/05/2017
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (SEATTLE WA)
MA
03/25/2013 - 06/10/2014
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
09/29/2006 - 11/19/2012
BLACKROCK INVESTMENTS, LLC (BOSTON MA)
MA
06/18/2004 - 10/18/2006
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
MO
11/20/2002 - 06/10/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
03/04/1998 - 12/05/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 07/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 03/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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