Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Fagan is a financial advisor who has been in the industry since 2022. Michael is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been working with them since January 2023. Previously, Michael was registered with Equitable Advisors, LLC from August 2022 to October 2022. Michael has worked in a variety of roles before entering the financial services industry, including positions in hospitality and retail. Michael has also been involved in the equestrian community and has been working with the Mcdonogh Equestrian Center since 2014.
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.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NC
02/13/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HUNTERSVILLE NC)
NC
08/22/2022 - 10/17/2022
EQUITABLE ADVISORS, LLC (CHARLOTTE NC)
BOTH
Issued 09/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Fagan is the right advisor for you? Invested Better is here to help.
