Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Finn Coomes is a financial advisor at Cadaret, Grant & CO., Inc. located in Liverpool, NY. Michael has been in the financial services industry since 1996 and has worked with both individuals and institutions. Michael has experience in a variety of financial planning services including portfolio management, retirement planning, and investment planning. Michael is licensed to sell insurance and has been doing so since 1995. Michael also holds several securities licenses including Series 7, 63, 24, and 65.
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.
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
NY
08/29/2019 - Present
Cadaret, Grant & CO., Inc. (Liverpool NY)
NY
03/07/1996 - 04/04/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/07/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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