Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McGrath is a financial advisor currently associated with Hornor, Townsend & Kent, LLC based in Conshohocken, Pennsylvania. Michael has more than 15 years of experience in the financial services industry. Before joining Hornor, Townsend & Kent, LLC, Michael was affiliated with Drivewealth, LLC in Chatham, New Jersey, Lincoln Financial Securities Corporation in Fort Wayne, Indiana, and Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, New York. Michael also holds real estate license and is currently an agent. Michael's expertise is in providing financial planning, pension consulting, and selection of other advisers.
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.
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.
Trail commissions, distribution assistance fees
1
2
PA
01/12/2022 - Present
Hornor, Townsend & Kent, LLC (Conshohocken PA)
NY
10/06/2021 - 12/23/2021
DRIVEWEALTH, LLC (NEW YORK NY)
IN
10/05/2016 - 03/29/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
NJ
07/18/2014 - 03/29/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (MANALAPAN NJ)
NJ
11/04/2008 - 07/29/2014
E*TRADE CLEARING LLC (JERSEY CITY NJ)
NJ
08/17/2010 - 03/14/2014
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NY
09/28/2006 - 07/16/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/14/2006 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
BOTH
Issued 04/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2022
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/12/2022
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 06/27/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 05/17/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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