Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Duffy is a financial advisor with Bogart Wealth, LLC. Michael has been in the financial industry since 2013 and has a proven track record of success. Michael is committed to providing his clients with personalized financial advice and guidance. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and Series 66 licenses. Michael also holds the SIE license.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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VA
08/22/2016 - Present
Bogart Wealth, LLC (MCLEAN VA)
VA
11/13/2014 - 07/15/2016
MORGAN STANLEY (MCLEAN VA)
VA
06/17/2013 - 12/11/2014
RBC CAPITAL MARKETS, LLC (MCLEAN VA)
BOTH
Issued 10/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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