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 at The Mather Group, LLC. Michael has been in the financial services industry since 2003. Michael has experience in providing financial planning services to individuals and families, as well as to charitable organizations and pension plans. Michael is also a Certified Financial Planner. Previously, Michael was a financial advisor at U.S. Bancorp Investments, Inc. and Key Investment Services LLC. Michael has a strong background in investment management, financial planning and retirement planning.
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.
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.
A percentage of total net worth
1
2
OH
05/31/2023 - Present
THE Mather Group, LLC (Cincinnati OH)
OH
12/19/2016 - 04/05/2021
U.S. BANCORP INVESTMENTS, INC. (WEST CHESTER OH)
OH
04/01/2015 - 12/16/2016
KEY INVESTMENT SERVICES LLC (FAIRFIELD OH)
OH
07/23/2009 - 05/02/2014
FIFTH THIRD SECURITIES, INC. (LOVELAND OH)
OH
06/22/2006 - 03/16/2009
WACHOVIA SECURITIES, LLC (CINCINNATI OH)
OH
06/09/2004 - 07/03/2006
FIDELITY BROKERAGE SERVICES LLC (BLUE ASH OH)
NH
04/08/2003 - 09/18/2003
LIBERTY LIFE SECURITIES LLC (DOVER NH)
IA
Issued 07/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/04/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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