Unclaimed
Michael Megall is a financial advisor with Wintrust Investments LLC. Michael has been in the financial services industry since July 1999 and is licensed in 34 states. Michael is also a registered investment advisor in Illinois. Prior to joining Wintrust Investments LLC, Michael worked at Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Michael specializes in working with high-net-worth individuals, corporations, pension and profit-sharing plans and charitable organizations.
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.
1
2
IL
08/28/2015 - Present
Wintrust Investments LLC (CHICAGO IL)
IL
10/06/2000 - 01/06/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SKOKIE IL)
WI
10/06/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MA
09/24/1999 - 07/19/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Megall is the right advisor for you? Invested Better is here to help.