Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hogan is a financial advisor with over 20 years of experience in the industry. Michael has worked for several prominent financial institutions, including Merrill Lynch, Santander Securities, and CUNA Brokerage Services. Michael currently works with LPL Financial LLC, and is registered to provide investment advice in several states including Connecticut, Florida, Iowa, Massachusetts, North Carolina, and Rhode Island. Michael is a Series 6, 7, and 66 licensed advisor.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
RI
05/18/2022 - Present
LPL Financial LLC (SCITUATE RI)
RI
04/15/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Providence RI)
RI
08/02/2018 - 03/30/2021
CITIZENS SECURITIES, INC. (BARRINGTON RI)
RI
11/21/2017 - 08/03/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
RI
01/06/2016 - 07/27/2017
SANTANDER SECURITIES LLC (East Providence RI)
MA
07/16/2012 - 12/07/2015
CUSO FINANCIAL SERVICES, L.P. (SOUTHBRIDGE MA)
RI
01/09/2012 - 07/20/2012
ALLSTATE FINANCIAL SERVICES, LLC (GREENVILLE RI)
RI
06/09/2009 - 09/29/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CRANSTON RI)
RI
01/06/2004 - 06/09/2009
1ST DISCOUNT BROKERAGE, INC. (PROVIDENCE RI)
MA
12/16/2002 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NJ
06/10/1998 - 01/11/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 02/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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