Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McCullough is a financial advisor with over 16 years of experience in the industry. Michael is a registered representative with United Planners' Financial Services OF America A Limited Partner, and is also registered with the state of California as an Investment Advisor Representative. Michael has a wide range of experience, including working with individuals, corporations, and charitable organizations. Michael is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
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.
1
2
CA
10/06/2015 - Present
United Planners' Financial Services OF America A Limited Partner (SEAL BEACH CA)
CA
07/10/2009 - 10/15/2015
PRUCO SECURITIES, LLC. (IRVINE CA)
IA
Issued 06/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael McCullough is the right advisor for you? Invested Better is here to help.
