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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McGuire is a financial advisor registered with Fidelity Personal And Workplace Advisors. Michael McGuire is a registered investment advisor with 11 years of experience in the financial industry. Michael McGuire has passed several industry exams, including the Series 7, Series 9, Series 10, and Series 66. Michael McGuire has been registered with Fidelity Personal And Workplace Advisors since May 2020. Prior to that, Michael McGuire was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael McGuire is currently licensed to practice in 13 states including Connecticut, Delaware, District of Columbia, Florida, Maine, Maryland, New Jersey, New York, Pennsylvania, Virginia, and West Virginia. Michael McGuire provides financial planning services to individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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.
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.
1
2
MD
05/17/2022 - Present
Fidelity Personal AND Workplace Advisors (TOWSON MD)
MD
07/14/2014 - 04/28/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTH BETHESDA MD)
AZ
10/05/2011 - 04/02/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 11/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/12/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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