Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dailey is a financial advisor with Gradient Advisors, LLC. Michael has been in the financial industry for over 30 years and has experience with a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and corporations or other businesses. Michael provides a variety of financial services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Michael also consults with parents on college funding and financial aid.
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.
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.
Referral fees
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2
CT
03/04/2015 - Present
Gradient Advisors, LLC (TRUMBULL CT)
IN
07/08/2000 - 05/18/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
09/01/1999 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
MA
04/21/1998 - 09/27/1999
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
VT
10/02/1996 - 01/01/1998
EQUITY SERVICES, INC. (MONTPELIER VT)
GA
01/01/1995 - 02/27/1996
PFS INVESTMENTS INC. (DULUTH GA)
GA
10/19/1988 - 12/31/1992
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 04/05/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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