Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McGrath is a financial professional with over 14 years of experience in the financial services industry. Michael has held several positions at Purshe Kaplan Sterling Investments, beginning in 2010. Michael is currently registered with Purshe Kaplan Sterling Investments in Albany, NY. Michael holds several licenses and certifications including Series 7, Series 24, Series 52TO, Series 53 and the SIE. Michael is licensed in 21 states.
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.
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.
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2
NY
06/18/2021 - Present
Purshe Kaplan Sterling Investments (ALBANY NY)
NY
04/22/2010 - 10/08/2020
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
NY
06/26/2008 - 02/08/2010
AXA ADVISORS, LLC (CLIFTON PARK NY)
BOTH
Issued 07/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/21/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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