Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Galvin is a financial advisor registered in the state of Massachusetts. Michael is a representative of Cuso Financial Services, LP, and has been in the industry since 1999. Michael has experience with clients including corporations, high-net-worth individuals, pension and profit sharing plans and charitable organizations. Michael's registrations are currently active.
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.
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2
MA
08/24/2021 - Present
Cuso Financial Services, LP (Weymouth MA)
RI
08/20/2019 - 09/10/2019
MML INVESTORS SERVICES, LLC (WARWICK RI)
RI
12/06/2016 - 08/16/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
MA
12/22/2014 - 10/21/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WALTHAM MA)
MA
03/21/2013 - 12/03/2014
VOYA FINANCIAL ADVISORS, INC. (BRAINTREE MA)
MA
07/18/2011 - 03/27/2013
FIDELITY BROKERAGE SERVICES LLC (BRAINTREE MA)
RI
06/13/2008 - 06/22/2011
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
07/05/2007 - 03/24/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEWTON MA)
RI
03/08/2005 - 11/22/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
CA
03/09/2004 - 03/03/2005
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NC
05/17/2000 - 03/02/2004
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MA
11/02/1996 - 05/19/2000
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
NA
10/06/1994 - 11/02/1996
BAYBANKS BROKERAGE SERVICES, INC.
NY
08/02/1993 - 10/13/1994
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MA
09/21/1992 - 12/18/1992
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
09/21/1992 - 12/18/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 10/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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