Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Curley is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Rockport Wealth Advisors, where he provides financial planning and investment management services to individuals, corporations, and charitable organizations. Prior to joining Rockport Wealth Advisors, Michael worked at Cambridge Investment Research, Inc., LPL Financial LLC, Fifth Third Securities, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, and PaineWebber Incorporated. Michael holds the Series 7, Series 63, and Series 65 licenses and is also a Certified Financial Planner.
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.
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.
Consultation services
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
04/08/2022 - Present
Rockport Wealth Advisors (Cincinnati OH)
OH
11/17/2015 - 04/07/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Cincinnati OH)
OH
08/05/2011 - 11/24/2015
LPL FINANCIAL LLC (CINCINNATI OH)
OH
07/23/2009 - 08/05/2011
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
07/01/2003 - 03/31/2009
WACHOVIA SECURITIES, LLC (CINCINNATI OH)
NY
01/12/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
09/10/1999 - 01/26/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 09/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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