Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Driscoll is a financial advisor who has been in the industry since 1993. Michael is currently registered with LPL Financial LLC and Global Retirement Partners LLC. Michael has held previous positions at several firms including NRP FINANCIAL, INC., PRINCOR FINANCIAL SERVICES CORPORATION, CLEARY GULL INC., CIGNA FINANCIAL SERVICES, INC., CIGNA FINANCIAL ADVISORS,INC., and CIGNA CAPITAL BROKERAGE, INC.. Michael has been a registered representative and investment advisor representative since 1989.
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
WI
11/30/2010 - Present
LPL Financial LLC (MEQUON WI)
WI
08/02/2010 - 11/30/2010
NRP FINANCIAL, INC. (MADISON WI)
WI
02/14/2008 - 03/11/2010
PRINCOR FINANCIAL SERVICES CORPORATION (MILWAUKEE WI)
WI
12/02/2002 - 02/22/2006
CLEARY GULL INC. (MILWAUKEE WI)
CT
01/05/1999 - 01/14/2002
CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)
PA
11/08/1994 - 02/28/1997
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
PA
01/30/1992 - 10/04/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
08/22/1989 - 12/31/1991
CIGNA CAPITAL BROKERAGE, INC.
BOTH
Issued 03/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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