Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Flaherty is an Investment Advisor Representative with Innovation Partners LLC, registered with FINRA. Michael has been in the industry since 2005, holding previous positions at FNEX Capital, LLC, MidAmerica Financial Services, Inc., and First Trust Portfolios L.P. Michael has passed the Series 7, Series 63, Series 65, and SIE exams. Michael is currently registered in Florida, Illinois, Indiana, Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota, South Dakota, and Wisconsin. Michael is a specialist in Retirement Planning, College Savings, and Investment Management.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
06/12/2024 - Present
Innovation Partners LLC (CHARLOTTE NC)
IN
02/29/2016 - 06/13/2024
FNEX CAPITAL, LLC (INDIANAPOLIS IN)
MO
05/01/2012 - 12/04/2015
MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)
IL
03/18/2004 - 09/09/2011
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
IA
Issued 04/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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