Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Brian Doherty is an investment advisor representative at Regal Investment Advisors LLC. Michael is registered with FINRA and has been in the securities industry for 5 years. He holds Series 7TO, SIE and Series 66 licenses. Michael has previously worked at Shorr Packaging Corp, The Allstate Corp, Marcus & Millichap, Elixir Solutions, Valparaiso University, and Regulus Financial Group. Michael is a resident of Kentwood, MI. Michael provides advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Third party fees
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2
MI
09/19/2022 - Present
Regal Investment Advisors LLC (KENTWOOD MI)
BOTH
Issued 09/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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