Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McIntosh is a financial advisor who has been in the industry since 2008. Michael is currently registered with Baldwin Brothers LLC. Previously, Michael worked at COMMONWEALTH FINANCIAL NETWORK. Michael has a Series 7 and Series 66 license. Michael specializes in retirement planning, insurance, college savings, and estate planning. Michael has a client base that is comprised of high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Management fees for limited partnerships
1
2
MA
07/01/2024 - Present
Baldwin Brothers LLC (BROOKLINE MA)
MA
10/09/2008 - 07/29/2009
COMMONWEALTH FINANCIAL NETWORK (NORWOOD MA)
BOTH
Issued 11/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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