Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McWhinnie is a financial advisor with Legacy Financial Advisors, Inc., located in Covington, Kentucky. Michael has been in the financial services industry since 2001, holding licenses in both Kentucky and Ohio. Michael also has experience with Triad Advisors, LLC, based in Norcross, Georgia, where he served as a registered representative from 2018 to 2022. Michael has a strong background in financial planning, investment management, and insurance. He is also a Certified Financial Planner. Legacy Financial Advisors, Inc. focuses on providing financial planning, investment management, and portfolio management services to individuals, families, and businesses. The firm has a strong track record of providing personalized financial advice to its clients.
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.
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.
A percentage of the total value of assets under management is charged.
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KY
08/03/2018 - Present
Legacy Financial Advisors, Inc. (COVINGTON KY)
KY
08/21/2018 - 09/22/2022
TRIAD ADVISORS LLC (COVINGTON KY)
KY
03/15/2001 - 07/10/2018
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 11/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/15/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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