Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Magee is an Investment Advisor Representative at Wealthcare Advisory Partners LLC. Michael has over 25 years of experience in the financial services industry. He is a registered investment advisor in Delaware and New Jersey. Michael has previously worked for several other firms including Carillon Fund Distributors, Inc. Michael's specializations include financial planning, pension consulting, selection of other advisers and portfolio management for both businesses and individuals.
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.
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
PA
05/06/2024 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
FL
07/07/2022 - 01/05/2024
CARILLON FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)
PA
03/31/2017 - 07/12/2022
CHARTWELL TSC SECURITIES CORP. (PITTSBURGH PA)
OH
10/22/2015 - 05/03/2016
ULTIMUS FUND DISTRIBUTORS, LLC (CINCINNATI OH)
PA
02/22/2013 - 06/15/2015
BERWYN FINANCIAL SERVICES CORP. (BERWYN PA)
NY
12/01/2005 - 02/15/2012
LEGG MASON INVESTOR SERVICES, LLC (NEW YORK NY)
NY
11/30/2004 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/20/1999 - 08/18/2004
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NJ
05/15/1997 - 07/30/1999
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
01/24/1995 - 10/09/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 09/10/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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