Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McDermott is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Kathmere Capital Management, LLC. Michael is a Certified Financial Planner™ professional. Michael has a strong track record of helping individuals, families, and businesses achieve their financial goals. Michael is committed to providing personalized financial advice and guidance to help clients make informed decisions about their money.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
06/13/2023 - Present
Kathmere Capital Management, LLC (WAYNE PA)
PA
05/02/2007 - 10/09/2019
LPL FINANCIAL LLC (KING OF PRUSSIA PA)
PA
11/03/2003 - 05/08/2007
JEFFERSON PILOT SECURITIES CORPORATION (BRYN MAWR PA)
VT
11/17/1999 - 10/15/2003
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
09/26/1997 - 11/12/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 07/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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