Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Douglas Shannon is a financial advisor with over 27 years of experience in the industry. Michael is currently registered with Newport Group Consulting, LLC and Newport Group Securities, Inc. Michael is a Chartered Financial Analyst and holds the Series 6, 26, 63, and 65 licenses. Michael's primary focus is providing investment performance analytics and managed account services for retirement plans, foundations, and endowments.
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.
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.
Investment performance analytics for retirement plans, foundations and endowments. managed acct svc for plan participants
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.
Percentage of assets under advisement
1
2
FL
01/29/2018 - Present
Newport Group Consulting, LLC (LAKE MARY FL)
FL
12/05/1995 - 09/06/2023
NEWPORT GROUP SECURITIES, INC. (Lake Mary FL)
BC
Issued 09/07/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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