Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edward McGriff is a financial advisor based in Boston, MA. Michael has been in the financial services industry since 1992. Michael is currently registered with Fidelity Personal AND Workplace Advisors in Illinois, Indiana, Iowa, Texas and Wisconsin. Michael has worked with clients from a variety of backgrounds, including high-net-worth individuals, corporations, and pension plans. Michael offers a range of financial planning services, including portfolio management, retirement planning, and estate planning.
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.
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.
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.
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2
IL
02/14/2023 - Present
Fidelity Personal AND Workplace Advisors (NAPERVILLE IL)
IL
08/04/2010 - 05/01/2012
VALIC FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
11/11/2004 - 09/04/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHICAGO IL)
IL
10/01/2003 - 11/03/2004
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
NY
02/29/2000 - 01/31/2003
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
RI
01/14/1992 - 03/23/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MN
01/19/1988 - 02/03/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 07/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1991
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 03/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/27/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2001
Series 3 - National Commodity Futures Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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