Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McGreevy is an investment advisor representative at Alphacore Capital LLC. Michael has been in the financial industry since 1983 and has a broad range of experience in financial planning, portfolio management, and institutional consulting. Michael is registered with the state of California.
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.
Institutional consulting and client servicing
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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CA
08/16/2022 - Present
Alphacore Capital LLC (LA JOLLA CA)
TX
02/22/1993 - 06/12/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
02/03/1993 - 02/17/1993
JACK WHITE & COMPANY, INC.
CA
03/20/1990 - 01/04/1993
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NY
10/05/1988 - 11/17/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
08/05/1988 - 09/01/1988
PAMCO SECURITIES AND INSURANCE SERVICES
NY
12/21/1983 - 07/27/1988
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 12/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/22/1984
Series 5 - Interest Rate Options Examination
BC
Issued 06/21/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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