Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Francis Purcell is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with Goldman Sachs & Co. LLC in Chicago, Illinois. Michael has previously worked with Foreside Fund Services, LLC, ABN AMRO Incorporated, LaSalle Financial Services, Inc., BANC ONE CAPITAL MARKETS, INC., and The Chicago Corporation. Michael holds the following licenses: Series 63, Series 65, Series 7, Series 24 and the SIE. Michael specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Michael also offers financial planning and educational seminars to clients.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
IL
03/25/2010 - Present
Goldman Sachs & Co. LLC (CHICAGO IL)
IL
07/17/2007 - 11/12/2009
FORESIDE FUND SERVICES, LLC (NORTHFIELD IL)
CT
06/19/2006 - 03/15/2007
ABN AMRO INCORPORATED (STAMFORD CT)
IL
02/10/2006 - 03/14/2007
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
06/30/2000 - 07/13/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
CT
01/02/1997 - 04/05/2000
ABN AMRO INCORPORATED (STAMFORD CT)
IL
11/29/1988 - 01/02/1997
THE CHICAGO CORPORATION (CHICAGO IL)
IA
Issued 07/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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