Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McMahon is a financial advisor with LPL Financial LLC. Michael has been in the financial services industry since 1999. Michael is registered with the state of Ohio. Michael is also licensed to sell insurance. Michael has worked for several firms in the past, including CUNA Brokerage Services, Inc., Securities America, Inc., CAP PRO Brokerage Services, Inc., McDonald Investments Inc., AAG Securities, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Michael has a Series 7, Series 24, and Series 66 license. Michael offers a variety of financial services, including investment advisory services, financial planning, and insurance.
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
OH
06/17/2019 - Present
LPL Financial LLC (WARREN OH)
OH
05/16/2006 - 05/06/2019
CUNA BROKERAGE SERVICES, INC. (WARREN OH)
OH
09/30/2005 - 05/09/2006
SECURITIES AMERICA, INC. (BOARDMAN OH)
OH
11/24/2004 - 10/05/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
OH
04/17/2000 - 11/18/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
07/22/1999 - 05/10/2000
AAG SECURITIES, INC. (CINCINNATI OH)
MN
03/26/1998 - 07/15/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/26/1998 - 07/15/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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