Unclaimed
Michael McGarrity is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Michael has been in the financial services industry since 1995 and has been registered with the Securities and Exchange Commission since 1995. Michael is also licensed to sell securities in 24 states. Michael specializes in working with individuals, high-net-worth individuals, corporations, businesses, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/06/2023 - Present
Wells Fargo Advisors Financial Network, LLC (PALM BEACH GARDENS FL)
FL
03/06/2009 - 02/03/2023
WELLS FARGO CLEARING SERVICES, LLC (LAKE WORTH FL)
FL
04/01/1998 - 03/06/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LAKE WORTH FL)
FL
06/02/1997 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
CT
12/13/1995 - 08/23/1996
ADVEST, INC. (HARTFORD CT)
NA
09/18/1995 - 10/10/1995
ALEX. BROWN & SONS INCORPORATED
IA
Issued 05/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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