Unclaimed
Michael McCann is a financial advisor with Dimensional Fund Advisors LP. Michael has been in the industry since 2007 and is registered with the state of Texas. Michael has a strong track record of success in providing financial advice to individuals, families, and businesses. Michael specializes in portfolio management for individuals, families, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
11/19/2012 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
IL
01/04/2011 - 11/02/2012
NUVEEN SECURITIES, LLC (CHICAGO IL)
IL
11/16/2007 - 05/12/2010
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
04/02/2007 - 11/19/2007
MORGAN STANLEY & CO., INCORPORATED (BARRINGTON IL)
IL
08/18/2006 - 04/02/2007
MORGAN STANLEY DW INC. (BARRINGTON IL)
BOTH
Issued 09/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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