Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gilbert Finnell is a financial advisor with Global Retirement Partners LLC, based in SAN RAFAEL, CA. Michael has been in the financial services industry since 1988. Michael holds Series 7, 6, 63, 65, and 24 licenses. Michael has extensive experience in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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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2
PA
05/05/2022 - Present
Global Retirement Partners LLC (Moon Township PA)
PA
03/01/2017 - 05/23/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (MOON TOWNSHIP PA)
PA
09/28/2001 - 03/01/2017
COMMONWEALTH FINANCIAL NETWORK (MOON TOWNSHIP PA)
PA
10/25/1999 - 10/05/2001
ATLAS BROKERAGE COMPANY, L.P. (WASHINGTON PA)
OH
01/13/1997 - 10/22/1999
BGS&G INVESTMENT SERVICES, INC. (CLEVELAND OH)
IN
12/19/1995 - 01/13/1997
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
AZ
02/18/1994 - 12/29/1995
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
MD
11/02/1992 - 03/02/1994
CALVERT SECURITIES CORPORATION (BETHESDA MD)
NJ
01/01/1988 - 11/12/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 03/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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