Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McDonagh is a financial professional with LPL Financial LLC, a leading independent broker-dealer and investment advisor. Michael is a Series 7, Series 99 and SIE licensed professional, with over three years of experience in the financial services industry. Michael specializes in providing investment advice and financial planning services to individuals, families and businesses. Michael has a strong understanding of the financial markets and a commitment to helping 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
SC
12/15/2023 - Present
LPL Financial LLC (FORT MILL SC)
CA
03/09/2020 - 01/06/2022
LPL FINANCIAL LLC (SAN DIEGO CA)
BC
Issued 12/15/2023
Series 99TO - Operations Professional Examination
BC
Issued 03/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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