Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dougherty is a financial advisor with United Advisors America. Michael has been a financial advisor since 1984 and has experience in a variety of financial services, including insurance sales, financial planning and investment advisory. Michael is currently registered with the states of Minnesota, Texas and Washington. Michael has a Series 7, Series 6 and Series 22 license. Michael is a Chartered Financial Consultant.
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.
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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TX
05/20/2024 - Present
United Advisors America (PROSPER TX)
MA
02/15/2002 - 01/16/2004
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
03/31/1999 - 01/11/2002
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
07/09/1993 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
KS
07/09/1991 - 07/02/1993
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
03/27/1990 - 06/11/1991
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
AZ
09/11/1985 - 03/30/1990
HUTCHISON FINANCIAL CORPORATION (PHOENIX AZ)
NA
12/03/1984 - 09/09/1985
NWNL MANAGEMENT CORPORATION
NA
12/03/1984 - 02/27/1985
WILLIAMS, WILD & LARSON SECURITIES, INC.
BC
Issued 07/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 02/15/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/25/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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