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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 John Finnegan is an investment advisor representative associated with Voya Financial Advisors, Inc.. Michael is a Certified Financial Planner and has been in the industry since 1984. Michael is registered to offer investment advisory services in Virginia. Michael has been with Voya Financial Advisors, Inc. since June 2021. Prior to that, Michael was with GWFS EQUITIES, INC., Truist Investment Services, Inc. and H. Beck, Inc.. Michael is licensed to provide financial planning services to individuals, businesses, charitable organizations, and high-net-worth individuals.
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.
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.
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VA
06/03/2021 - Present
Voya Financial Advisors, Inc. (FAIRFAX VA)
VA
01/13/2021 - 05/19/2021
GWFS EQUITIES, INC. (Henrico VA)
VA
10/07/2011 - 01/07/2021
TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
04/29/2011 - 09/14/2011
H. BECK, INC. (PROVIDENCE FORGE VA)
VA
10/01/1999 - 07/10/2008
WACHOVIA SECURITIES, LLC (RICHMOND VA)
NC
08/20/1996 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
CT
08/14/1995 - 09/13/1996
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
MA
08/19/1994 - 07/13/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/19/1994 - 07/13/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
ME
08/26/1987 - 06/14/1994
UNUM SALES CORPORATION (PORTLAND ME)
NA
12/02/1983 - 09/23/1987
TRAVELERS EQUITIES SALES, INC.
BC
Issued 05/02/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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