Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Shanahan is a financial advisor at Fidelity Personal And Workplace Advisors. Michael has over 20 years of experience in the financial services industry. Michael is registered to provide investment advice in 53 states and the District of Columbia. Michael has a broad range of experience in financial planning and investment management. Michael is committed to providing clients with personalized financial advice and guidance.
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.
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
NY
09/14/2022 - Present
Fidelity Personal AND Workplace Advisors (DEER PARK NY)
NY
10/18/2019 - 08/15/2022
PRUCO SECURITIES, LLC. (Babylon NY)
NY
10/01/2012 - 03/04/2015
J.P. MORGAN SECURITIES LLC (DEER PARK NY)
NY
05/27/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DEER PARK NY)
NY
04/02/2008 - 05/29/2009
NORTHEAST SECURITIES, INC. (GLEN HEAD NY)
NY
10/26/2005 - 07/03/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
NY
07/11/2005 - 11/14/2005
QUATTRO M SECURITIES INC. (NEW YORK NY)
NY
04/17/1996 - 07/28/2004
PRUDENTIAL EQUITY GROUP, LLC (NEW YORK NY)
NY
09/25/1992 - 03/29/1996
CS FIRST BOSTON CORPORATION (NEW YORK NY)
IA
Issued 03/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/28/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/16/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Michael Shanahan is the right advisor for you? Invested Better is here to help.
