Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McGreavy is a financial advisor with Cambridge Investment Research Advisors, Inc. He has been in the financial industry since March 1998. Michael McGreavy is registered with the state of Massachusetts as an Investment Advisor Representative and is also registered as an Investment Advisor Representative in Texas. Michael has previous experience with Cantella & Co., Inc., Edward Jones, Sunset Financial Services, Inc., and W. S. Griffith & Co., Inc.
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.
Solicitation fees from 3rd party money managers
1
2
MA
12/13/2022 - Present
Cambridge Investment Research Advisors, Inc. (Mattapoisett MA)
MA
11/05/2004 - 12/09/2022
CANTELLA & CO., INC. (NEW BEDFORD MA)
MO
10/12/1999 - 11/10/2004
EDWARD JONES (ST. LOUIS MO)
MO
03/25/1998 - 09/29/1999
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
CT
03/05/1998 - 03/25/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BOTH
Issued 09/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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