Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McConahy is an investment advisor representative at Ethos Financial Group, LLC. Michael has been in the financial industry for over a decade and has a broad background in financial planning and portfolio management. He has experience working with a variety of clients, including high-net-worth individuals, businesses, and charitable organizations. Michael is committed to providing personalized financial advice and helping his clients achieve their financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
08/28/2022 - Present
Ethos Financial Group, LLC (KING OF PRUSSIA PA)
GA
07/14/2016 - 12/31/2019
MERCAP SECURITIES, LLC (ATLANTA GA)
PA
09/11/2015 - 05/23/2016
PURSHE KAPLAN STERLING INVESTMENTS (Harrisburg PA)
PA
11/10/2008 - 09/03/2015
WELLS FARGO ADVISORS, LLC (LEMOYNE PA)
BOTH
Issued 11/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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