linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Joseph McIntosh

Missionsquare Retirement

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Joseph McIntosh

Michael McIntosh, a financial advisor with over 20 years of experience in the industry, is currently registered with Missionsquare Retirement in Washington, DC. Michael has a strong background in financial services, having held previous roles with TD Ameritrade, Inc. in Omaha, NE, Pruco Securities Corporation in Newark, NJ, and Mutual of Omaha Investor Services, Inc. in Omaha, NE. Michael is a Series 6, 7, 63, and 66 licensed professional and holds licenses in multiple states, including Iowa and Nebraska. Michael specializes in providing financial advice to individuals, families, and businesses.

Firm Information

Michael McIntosh is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael McIntosh’s Registration & Firm History

DC

11/29/2024 - Present

Missionsquare Retirement (WASHINGTON DC)

NE

01/02/2018 - 10/04/2018

TD AMERITRADE, INC. (OMAHA NE)

NJ

08/02/2000 - 10/24/2000

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NE

07/27/1999 - 07/25/2000

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

Not sure if Michael Joseph McIntosh is right for you?

Licenses & Designations

BOTH

Issued 02/17/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/09/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2017

Series 7 - General Securities Representative Examination

BC

Issued 07/23/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Joseph McIntosh.
Not sure if Michael Joseph McIntosh is right for you?