Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Fitzgerald Bugbee is a financial advisor with over 10 years of experience in the industry. Michael is currently registered with M Holdings Securities, Inc. in Phoenix, AZ. Michael holds the Series 6, 7, and 63 licenses, and is also qualified to provide investment advice. Before joining M Holdings Securities, Inc., Michael was a registered representative with JOHN HANCOCK DISTRIBUTORS LLC in Boston, MA. Michael focuses on providing financial planning, portfolio management, and pension consulting services to individual clients, corporations, and pension and profit-sharing plans.
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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AZ
01/29/2019 - Present
M Holdings Securities, Inc. (PHOENIX AZ)
MA
12/20/2007 - 02/03/2012
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BC
Issued 02/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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