Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Campbell Graney is a financial advisor with Integrated Wealth Concepts LLC, a firm with offices in Waltham, MA and Carlsbad, CA. Michael has been active in the financial industry since 2000, and his firm specializes in portfolio management for individuals and businesses. He has worked previously with Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Citigroup Global Markets Inc., and Morgan Stanley DW Inc. Michael is a licensed insurance agent, lecturing on financial planning, and holds Series 31, Series 7, Series 63, and Series 65 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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CA
02/03/2023 - Present
Integrated Wealth Concepts LLC (CARLSBAD CA)
CA
10/05/2009 - 05/21/2012
AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
01/15/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SAN DIEGO CA)
CA
08/31/2001 - 02/05/2009
CITIGROUP GLOBAL MARKETS INC. (CARLSBAD CA)
NY
01/07/2000 - 08/30/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 02/01/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 01/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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