Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McManus is a financial advisor with Vanguard Advisers, Inc. Michael has been in the financial services industry since 2003. Michael is a Certified Financial Planner™ and a Chartered Financial Analyst® and holds a Series 7, 6, 63, 66 and 27 license. Michael provides financial planning, portfolio management, and selection of other advisors for individuals, businesses and pooled investment vehicles. Michael has over 16 years of experience in the financial services industry.
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.
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
NC
11/16/2021 - Present
Vanguard Advisers, Inc. (Charlotte NC)
MA
12/14/2012 - 02/05/2015
NYLIFE SECURITIES LLC (HYANNIS MA)
FL
09/08/2005 - 02/05/2008
LPL FINANCIAL CORPORATION (SEMINOLE FL)
FL
09/16/2004 - 08/23/2005
SPARTAN SECURITIES GROUP, LTD. (CLEARWATER FL)
FL
07/15/2003 - 10/07/2004
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
NA
09/21/1983 - 05/14/1984
LEHMAN BROTHERS KUHN LOEB INCORPORATED
BC
Issued 12/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2005
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/15/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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