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 is a financial advisor with over 10 years of experience in the industry. Michael currently works with LPL Financial LLC and is based in Fort Mill, South Carolina. Michael previously held positions at BNY Mellon Capital Markets, LLC, E*TRADE SECURITIES LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael is a Series 27, Series 99, and SIE licensed financial professional.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
03/22/2024 - Present
LPL Financial LLC (FORT MILL SC)
NY
03/28/2023 - 12/11/2023
BNY MELLON CAPITAL MARKETS, LLC (NEW YORK NY)
NJ
04/17/2017 - 02/16/2022
E*TRADE SECURITIES LLC (Jersey City NJ)
NY
03/27/2012 - 12/05/2016
MERRILL LYNCH PROFESSIONAL CLEARING CORP. (NEW YORK NY)
NY
03/27/2012 - 12/05/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 06/24/2017
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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