Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McCann is a financial advisor with over 40 years of experience in the financial services industry. Michael is currently registered with Ameriprise Financial Services, LLC and has been with the firm since 2009. Prior to that, Michael worked for several other firms including Ameriprise Advisor Services, Inc., Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Shearson Lehman Hutton Inc., Sherwood Capital, Inc. and First Jersey Securities, Inc. Michael provides a range of services to clients including financial planning, pension consulting, asset allocation services, educational seminars, selection of other advisors, and portfolio management. Michael is dedicated to providing personalized financial advice to help individuals and families achieve their financial goals.
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.
Asset allocation 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.
1
2
IL
03/15/2010 - Present
Ameriprise Financial Services, LLC (ORLAND PARK IL)
IL
07/02/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (ORLAND PARK IL)
IL
01/01/2008 - 07/06/2009
WELLS FARGO ADVISORS, LLC (PALOS HEIGHTS IL)
IL
06/23/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PALOS HEIGHTS IL)
NY
09/30/1987 - 07/03/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
02/02/1987 - 09/28/1987
SHERWOOD CAPITAL, INC.
NA
05/18/1981 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 10/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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