Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McNulty is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. Michael also has experience with Raymond James & Associates, Inc., UBS PaineWebber Inc., Chatfield Dean & Co., Inc., and The Stuart-James Company, Incorporated. Michael offers financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Michael is also a licensed insurance agent, offering accident, health, disability, and traditional life insurance.
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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2
FL
01/24/2025 - Present
Osaic Wealth, Inc. (BOCA RATON FL)
FL
05/09/2003 - 06/01/2018
RAYMOND JAMES & ASSOCIATES, INC. (BOCA RATON FL)
NJ
03/03/1991 - 06/03/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
CO
11/27/1990 - 03/07/1991
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
CO
04/25/1986 - 12/03/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BOTH
Issued 06/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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