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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 Lester McGowan is a financial advisor who is currently registered with Pathstone. Michael has been in the financial services industry for over 10 years. Michael has worked for several firms, including Crestone Securities LLC, Blackrock Investments, LLC, ALPS Distributors, Inc., and Unified Financial Securities, Inc. Michael is a Chartered Financial Analyst (CFA) and holds Series 6, 7, 63, and 65 licenses. Michael specializes in financial planning, portfolio management, and family office services. Michael is also an Investment Advisor Representative for Pathstone. Michael's office is located in Boulder, Colorado. Michael is registered to provide investment advisory services in Colorado.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CO
05/15/2024 - Present
Pathstone (Boulder CO)
CO
05/08/2017 - 12/02/2020
CRESTONE SECURITIES LLC (BOULDER CO)
NY
08/22/2013 - 03/28/2017
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
OH
10/24/2011 - 09/04/2012
ALPS DISTRIBUTORS, INC. (XENIA OH)
IN
03/25/2010 - 10/24/2011
UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)
BC
Issued 03/19/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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