Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McCann is a financial professional with over 20 years of experience in the industry. Michael is currently registered with Fidelity Personal And Workplace Advisors as a Registered Representative. Previously, Michael was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, John Hancock Funds, LLC, Signator Investors, Inc., NYLIFE Distributors LLC and NYLIFE Securities LLC. Michael holds multiple licenses including Series 6, 7, 10, 24, 63, and 66. Michael offers financial planning, educational seminars, and selection of other advisors as part of their services to clients.
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.
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2
NJ
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (ANNANDALE NJ)
NJ
03/23/2018 - 01/17/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
10/29/2015 - 06/23/2017
JOHN HANCOCK FUNDS, LLC (Parsippany NJ)
NJ
04/14/2015 - 11/16/2015
SIGNATOR INVESTORS, INC. (PARSIPPANY NJ)
NJ
02/13/2008 - 04/15/2015
NYLIFE DISTRIBUTORS LLC (PARSIPPANY NJ)
NJ
10/26/2006 - 02/05/2008
NYLIFE SECURITIES LLC (PARSIPPANY NJ)
NJ
11/02/1998 - 10/27/2006
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
NY
12/20/2002 - 02/14/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 04/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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