Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Harrington is a financial advisor at Charles Schwab & CO., Inc. with over 25 years of experience in the financial industry. Michael has been registered with the firm since 2022. Previously, Michael held positions at FUNDS DISTRIBUTOR, LLC, OLD MUTUAL INVESTMENT PARTNERS, FORESIDE FUND SERVICES, LLC and PBHG FUND DISTRIBUTORS. Michael specializes in providing financial planning and portfolio management services to individuals and families. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and holds the following securities licenses: Series 7, Series 24, Series 26, Series 63, and Series 65. Michael is also registered with the Securities and Exchange Commission (SEC) as an investment adviser representative.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
01/10/2022 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
MD
01/02/2014 - 05/15/2015
FUNDS DISTRIBUTOR, LLC (BALTIMORE MD)
MD
01/03/2011 - 12/31/2013
OLD MUTUAL INVESTMENT PARTNERS (BALTIMORE MD)
MD
06/18/2009 - 12/31/2010
FORESIDE FUND SERVICES, LLC (BALTIMORE MD)
PA
04/28/2005 - 12/31/2008
OLD MUTUAL INVESTMENT PARTNERS (BERWYN PA)
MA
06/09/1998 - 02/05/2004
PBHG FUND DISTRIBUTORS (BOSTON MA)
PA
06/11/1996 - 06/12/1998
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
IA
Issued 05/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/11/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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