Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McGahan is a wealth advisor at Jackson Wealth Management, LLC. Michael has been in the financial industry since 1988 and is licensed in Florida. Michael has experience in wealth management and is also a registered representative at OSAIC Wealth, Inc. Michael is dedicated to providing personalized financial advice to individuals and families.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
09/27/2013 - Present
Jackson Wealth Management, LLC (LAKE MARY FL)
FL
09/30/2013 - 08/23/2024
TRIAD ADVISORS LLC (LAKE MARY FL)
FL
10/08/2008 - 09/30/2013
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
FL
03/17/2006 - 09/05/2007
UBS FINANCIAL SERVICES INC. (ORLANDO FL)
NY
01/16/2006 - 03/21/2006
UBS SECURITIES LLC (NEW YORK NY)
NJ
04/15/1997 - 01/16/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
11/29/1991 - 03/06/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
08/01/1990 - 11/15/1990
AMERICAN AEGIS SECURITIES, INC.
NJ
05/22/1989 - 04/19/1990
R.W. SMITH & ASSOCIATES, INC. (JERSEY CITY NJ)
NA
12/15/1988 - 04/27/1989
MARSHALL DAVIS, INC.
CO
02/19/1986 - 12/19/1988
R A F FINANCIAL CORPORATION (DENVER CO)
BOTH
Issued 06/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2005
Series 24 - General Securities Principal Examination
BC
Issued 05/14/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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