Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Godfrey is a financial advisor with over 24 years of experience in the industry. Michael is registered with Cadaret, Grant & CO., Inc. and Progressive Financial Planning Services Inc. Michael's expertise includes financial planning, pension consulting, and portfolio management for individuals and businesses. Michael holds the Series 6, 7, 24, and 63 securities licenses, as well as the SIE exam. Michael is also a Certified Financial Planner. Michael is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (MELVILLE NY)
NY
06/29/1998 - 06/04/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (MELVILLE NY)
BC
Issued 07/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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