Unclaimed
Michael McCabe is a financial advisor with over 38 years of experience in the industry. Michael has a Series 6 and Series 63 license, as well as the SIE exam. Michael currently works for Cadaret, Grant & Co., Inc. Prior to joining Cadaret, Grant & Co., Inc., Michael worked for Securities America, Inc. and Invest Financial Corporation. Michael provides advisory services including Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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.
1
2
NY
06/07/2023 - Present
Cadaret, Grant & CO., Inc. (Syracuse NY)
CT
07/17/2020 - 06/09/2023
SECURITIES AMERICA, INC. (GLASTONBURY CT)
CT
09/08/2015 - 07/17/2020
INVESTACORP, INC. (GLASTONBURY CT)
CT
08/30/2007 - 09/10/2015
INVEST FINANCIAL CORPORATION (GLASTONBURY CT)
CT
11/14/2003 - 08/30/2007
SECURITIES AMERICA, INC. (GLASTONBURY CT)
MA
10/11/1985 - 11/21/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 09/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael McCabe is the right advisor for you? Invested Better is here to help.