Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McGrath is a financial advisor registered with PNC Investments. Michael has been working in the financial industry since 2020 and holds a Series 66 license. Michael’s experience includes roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Michael’s primary focus is providing financial planning and portfolio management services to individuals, businesses, 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.
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.
A percentage of the total value of assets under management is charged.
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IL
10/04/2023 - Present
PNC Investments (Chicago IL)
IL
08/17/2022 - 09/25/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
08/03/2020 - 08/24/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
BOTH
Issued 09/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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