Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael O'Callaghan is an investment advisor representative registered with LaSalle St. Investment Advisors, LLC and has been in the industry since August 1993. Michael is a Certified Financial Planner and provides financial planning, tax preparation & planning, life, health, accident & licensed agent, real estate sales, and notary public services. Michael is also the president of Harvest Financial Group LLC. He currently holds Series 7, Series 24, Series 63, Series 65, and Series 66 securities licenses. Michael's firm specializes in providing investment advisory services to individuals, businesses, and pension plans.
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.
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
09/21/2016 - Present
Lasalle ST. Investment Advisors, LLC (Braintree MA)
MA
02/29/2016 - 09/23/2016
CONCORDE INVESTMENT SERVICES, LLC (Braintree MA)
MA
07/23/2010 - 03/01/2016
NATIONAL SECURITIES CORPORATION (BRAINTREE MA)
MA
03/15/2006 - 08/20/2010
J.P. TURNER & COMPANY, L.L.C. (BRAINTREE MA)
MA
11/19/1996 - 02/16/2006
CANTELLA & CO., INC. (WILMINGTON MA)
MA
08/24/1995 - 11/22/1996
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NY
07/14/1992 - 08/05/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/28/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/17/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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