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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Joseph O'Malley is a financial advisor at Grove Point Advisors, LLC. Michael Joseph O'Malley has been in the financial services industry for over 46 years. Michael Joseph O'Malley is registered to provide investment advisory services in Illinois. Michael Joseph O'Malley has also been registered to provide investment advisory services in 12 states, including Arizona, Delaware, Florida, Illinois, Indiana, Iowa, Michigan, Nevada, North Carolina, Pennsylvania, Texas, and Wisconsin. Michael Joseph O'Malley has experience working with individuals, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. Michael Joseph O'Malley's experience includes providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio 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.
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.
1
2
IL
04/01/2021 - Present
Grove Point Advisors, LLC (Chicago IL)
IL
05/20/2005 - 12/03/2010
LPL FINANCIAL CORPORATION (CHICAGO IL)
IL
11/10/1978 - 06/06/2005
PEB FINANCIAL GROUP, INC. (CHICAGO IL)
KS
02/21/1989 - 01/28/1992
OGDON FINANCIAL SERVICES, INC. (TOPEKA KS)
NA
05/30/1979 - 07/09/1988
TRAVELERS EQUITIES SALES, INC.
NA
09/03/1976 - 11/13/1978
INTANGIBLE MARKETING, INC.
NA
08/04/1975 - 01/20/1977
THE VARIABLE ANNUITY MARKETING COMPANY
NA
05/25/1976 - 09/03/1976
THE ILLINOIS COMPANY, INC.
BC
Issued 11/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/1975
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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