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Michael Lee Fitzgerald

THE Leaders Group, Inc.

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About Michael Lee Fitzgerald

Michael Fitzgerald has been in the financial services industry since January 30, 1995. Michael currently is a registered representative of The Leaders Group, Inc. Previous firms Michael has been employed at include Jefferson Pilot Securities Corporation, Allmerica Investments, Inc., Financial Network Investment Corporation, Manequity, Inc., Soares Financial Group, Inc. and First Investors Corporation.

Firm Information

Michael Fitzgerald is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michael Fitzgerald’s Registration & Firm History

CO

05/06/2003 - Present

THE Leaders Group, Inc. (LITTLETON CO)

IN

10/02/2001 - 04/09/2003

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

MA

01/19/2000 - 10/09/2001

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

IN

08/21/1998 - 10/28/1999

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

CA

04/27/1998 - 08/19/1998

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

MA

01/09/1987 - 11/30/1989

MANEQUITY, INC. (BOSTON MA)

NA

03/23/1989 - 07/10/1989

SOARES FINANCIAL GROUP, INC.

NA

05/20/1986 - 02/20/1988

FIRST INVESTORS CORPORATION

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Licenses & Designations

BC

Issued 01/21/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/10/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Michael Lee Fitzgerald. Review regulatory record here.
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