Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sheridan is a financial advisor with Independent Financial Partners. Michael Sheridan has been a financial advisor since 1993. Michael Sheridan provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and charitable organizations. Michael Sheridan is also a Certified Financial Planner.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
NY
03/15/2022 - Present
Independent Financial Partners (Camillus NY)
NY
01/03/2006 - 02/28/2020
KEY INVESTMENT SERVICES LLC (CAMILLUS NY)
NY
05/14/1999 - 12/31/2005
MCDONALD INVESTMENTS INC. (LIVERPOOL NY)
OH
11/13/1995 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
10/26/1993 - 09/28/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
10/26/1993 - 09/28/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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