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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 Clarence Powers is a registered investment advisor representative with McDonald Partners LLC. Michael has been in the industry since March 22, 1983 and holds a Series 3, Series 7, Series 10, Series 63, and Series 66 license. Michael previously worked with WELLS FARGO ADVISORS, LLC, ROBERT W. BAIRD & CO. INCORPORATED, CHASE MANHATTAN INVESTMENT SERVICES, INC., and DEAN WITTER REYNOLDS INC.. Michael is registered in California, Colorado, Florida, Illinois, Maryland, Massachusetts, Minnesota, New York, Ohio, Oregon, and Texas. Michael's firm provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
12/22/2012 - Present
McDonald Partners LLC (CLEVELAND OH)
OH
06/01/2000 - 12/12/2012
WELLS FARGO ADVISORS, LLC (CLEVELAND OH)
WI
06/28/1996 - 06/08/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IL
09/19/1990 - 06/28/1996
CHASE MANHATTAN INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
03/23/1983 - 09/24/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 02/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/30/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1990
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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