Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jon Gheen is a financial advisor with Global Retirement Partners LLC. Michael has been in the financial industry since March 19, 2006. Michael works with individual clients, corporations, trusts, and charitable organizations to help them reach their financial goals. Michael is also a registered investment advisor representative (IAR) and holds the Series 7, Series 24, and Series 66 licenses. Prior to joining Global Retirement Partners LLC, Michael worked at The Huntington Investment Company, Cetera Advisors LLC, Raymond James Financial Services, Inc. and Multi-Financial Securities Corporation. Michael is dedicated to providing his clients with personalized financial advice and guidance.
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.
1
2
OH
07/17/2015 - Present
Global Retirement Partners LLC (CLEVELAND OH)
OH
12/11/2013 - 08/06/2015
THE HUNTINGTON INVESTMENT COMPANY (PEPPER PIKE OH)
OH
05/15/2012 - 09/30/2013
CETERA ADVISORS LLC (STRONGSVILLE OH)
OH
09/22/2011 - 05/11/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (MARIETTA OH)
OH
05/26/2005 - 02/09/2011
MULTI-FINANCIAL SECURITIES CORPORATION (AKRON OH)
BOTH
Issued 12/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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