Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McCool is a registered investment advisor representative at Cary Street Partners. Michael has been in the industry since May 2004. Michael specializes in providing financial planning, portfolio management and educational seminars. Michael is licensed in 33 states and has been working with clients for over 19 years.
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.
Revenue sharing with certain third parties
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2
VA
07/31/2009 - Present
Cary Street Partners (ABINGDON VA)
VA
09/14/2007 - 08/04/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ABINGDON VA)
VA
05/02/2005 - 09/17/2007
BI INVESTMENTS, LLC (ABINGDON VA)
TN
05/17/2004 - 05/05/2005
ICBA FINANCIAL SERVICES CORPORATION (MEMPHIS TN)
IA
Issued 11/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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