Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McCarthy is a financial advisor with Edward Jones. Michael is a registered representative in Florida and is licensed to offer securities and investment advisory services. Michael has been in the financial services industry since 2009 and holds the Series 6, 7, 63, and 66 licenses. Michael is committed to providing personalized financial advice to individuals, families, and businesses. Michael's previous experience includes working with Suntrust and Fifth Third Securities.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
03/29/2018 - Present
Edward Jones (St Johns FL)
FL
02/18/2009 - 08/03/2009
FIFTH THIRD SECURITIES, INC. (ALTAMONTE SPRINGS FL)
BOTH
Issued 01/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael McCarthy is the right advisor for you? Invested Better is here to help.
