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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James McCann is a registered representative with UBS Financial Services Inc. Michael McCann is licensed in 11 states and has been in the industry for over 34 years. Previously, Michael McCann was registered with Monmouth Investments, Inc. and Blinder, Robinson & Co., Inc. Michael McCann has a Series 65, Series 63, SIE, Series 31, and Series 7 license. Michael McCann is also a registered investment advisor representative in Texas and New York. Michael McCann specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, Selection of Other Advisers, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, Publication of Periodicals, Market Timing Services, Educational Seminars, Pension Consulting, and Financial Planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
05/21/2009 - Present
UBS Financial Services Inc. (SYRACUSE NY)
NA
06/15/1988 - 09/13/1991
MONMOUTH INVESTMENTS, INC.
NA
08/18/1987 - 06/27/1988
BLINDER, ROBINSON & CO., INC.
IA
Issued 02/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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