linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael McDonough

Brokers International Financial Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael McDonough

Michael McDonough is a registered representative with Brokers International Financial Services, LLC. Michael's current registration is active in New Jersey and Iowa. Michael holds a Series 66 license, a Series 7 license, a Series 24 license and a SIE license. Michael has been in the financial industry since 2011. In addition to being a financial advisor, Michael has worked for various firms throughout their career such as M Holdings Securities, Inc., BCG Securities, Inc., Waddell & Reed, and Purshe Kaplan Sterling Investments.

Firm Information

Michael McDonough is currently registered with Brokers International Financial Services, LLC. Brokers International Financial Services, LLC is a Limited Liability Company based in Urbandale, IA, that provides investment advisory services to individuals, businesses, charitable organizations, and other investment advisors. The firm is registered with the SEC and in all 51 states and has over 180 licensed agents, 173 investment advisor representatives, and 197 registered representatives. They have approximately $2 billion in assets under management, with a majority of their clients being individuals other than high-net-worth, followed by high-net-worth individuals. They also offer educational seminars and publish periodicals, and they are involved in wrap fee program participation.
Brokers International Financial Services, LLC

4135 NW URBANDALE DR

URBANDALE, IA 50322

$2.00B

Assets Under Management

10

Total Clients

226

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.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Percentage of assets managed by third-party advisor firms

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael McDonough’s Registration & Firm History

IA

07/23/2020 - Present

Brokers International Financial Services, LLC (URBANDALE IA)

NJ

07/14/2020 - 08/29/2024

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Sea Girt NJ)

PA

03/12/2018 - 07/22/2019

M HOLDINGS SECURITIES, INC. (WYNNEWOOD PA)

NJ

10/03/2016 - 03/09/2018

BCG SECURITIES, INC. (CHERRY HILL NJ)

PA

11/25/2015 - 09/27/2016

WADDELL & REED (YARDLEY PA)

PA

10/03/2014 - 12/02/2015

PURSHE KAPLAN STERLING INVESTMENTS (Philadelphia PA)

PA

10/10/2011 - 10/03/2014

VOYA FINANCIAL ADVISORS, INC. (PHILADELPHIA PA)

Not sure if Michael McDonough is right for you?

Licenses & Designations

BOTH

Issued 08/26/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/20/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael McDonough.
Not sure if Michael McDonough is right for you?