Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Muldowney is a financial advisor with over 30 years of experience in the industry. Michael is a Certified Financial Planner and currently is registered with Cambridge Investment Research Advisors, Inc. Michael has also been registered with firms such as Lincoln Financial Securities Corporation, LPL Financial LLC, Morgan Stanley and others. Michael is a Series 3, 7, 24, 63, and 65 licensed advisor and has a deep understanding of the financial markets.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
04/16/2021 - Present
Cambridge Investment Research Advisors, Inc. (Glen Allen VA)
VA
12/23/2014 - 04/20/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (GLEN ALLEN VA)
VA
04/26/2013 - 12/31/2014
LPL FINANCIAL LLC (GLEN ALLEN VA)
VA
06/01/2009 - 05/22/2013
MORGAN STANLEY (RICHMOND VA)
VA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RICHMOND VA)
VA
11/06/2003 - 04/02/2007
MORGAN STANLEY DW INC. (RICHMOND VA)
IN
07/08/2000 - 11/07/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
01/27/1998 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NA
01/02/1998 - 01/26/1998
POLARIS FINANCIAL SERVICES, INC.
NH
12/11/1991 - 12/31/1997
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
MN
12/21/1989 - 12/04/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/21/1989 - 12/04/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
01/26/1988 - 12/22/1989
FIRST ALBANY CORPORATION (NEW YORK NY)
NA
01/01/1987 - 02/01/1988
MOSELEY SECURITIES CORPORATION
IA
Issued 06/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2003
Series 3 - National Commodity Futures Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Muldowney is the right advisor for you? Invested Better is here to help.
