Unclaimed
Michael McGinty is a financial advisor with Mariner Wealth Advisors. Michael has over 15 years of experience in the financial services industry. Michael holds Series 7, 25, 55, 63 and 65 licenses. Michael has previously worked at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Raymond C. Forbes & Co., Inc., Labranche Financial Services, Inc., Baseline Securities, Inc., Porcelli, Anthony and Stockcross Financial Services, Inc. Michael specializes in providing financial planning, portfolio management, pension consulting and family office services.
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.
Family office 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.
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NY
06/21/2021 - Present
Mariner Wealth (NEW YORK NY)
NJ
04/15/2011 - 12/04/2012
NATIONWIDE PLANNING ASSOCIATES INC. (FAIR LAWN NJ)
NY
04/02/2007 - 02/05/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
05/30/2006 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
12/16/2005 - 05/17/2006
RAYMOND C. FORBES & CO., INC. (NEW YORK NY)
NY
04/15/2004 - 01/06/2006
LABRANCHE FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
01/07/2004 - 12/20/2005
BASELINE SECURITIES, INC. (NEW YORK NY)
NY
08/04/2003 - 01/05/2004
PORCELLI, ANTHONY (NEW YORK NY)
CA
11/13/2002 - 08/01/2003
STOCKCROSS FINANCIAL SERVICES, INC. (BEVERLY HILLS CA)
IA
Issued 09/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2003
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
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