Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McKean is a financial advisor with over 30 years of experience in the industry. Michael is registered with Infinity Financial Services Advisory and holds Series 7, 3, 5, 15, 63, SIE and 7TO licenses. Michael has worked at several firms including Lehman Brothers Inc., Shearson Lehman Hutton Inc., Royal Alliance Associates, Inc. and Securities America, Inc. Michael provides financial planning, pension consulting, educational seminars and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/02/2025 - Present
Infinity Financial Services Advisory (OAKLAND CA)
CA
01/23/2009 - 12/01/2015
SECURITIES AMERICA, INC. (LIVERMORE CA)
CA
03/24/2006 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
CA
01/19/2005 - 03/28/2006
UNITED SECURITIES ALLIANCE, INC. (SAN RAMON CA)
CO
12/09/1999 - 01/24/2005
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
AZ
07/25/1994 - 11/12/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
06/29/1993 - 12/31/1993
CYPRESS CAPITAL CORPORATION
NY
08/13/1990 - 07/17/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
IL
06/27/1989 - 09/28/1990
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
NA
06/06/1988 - 06/27/1989
SUTRO & CO. INCORPORATED
NA
05/14/1988 - 07/19/1988
SHEARSON LEHMAN HUTTON INC.
NA
10/23/1985 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
09/24/1984 - 10/15/1985
THOMSON MCKINNON SECURITIES INC.
NA
09/24/1984 - 01/09/1985
CONTISECURITIES, INC.
BC
Issued 12/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 12/17/1984
Series 5 - Interest Rate Options Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1983
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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