Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Duggan is a financial advisor with over 20 years of experience in the industry. Michael has a strong track record of success in providing financial planning and investment management services to individuals, families, and businesses. Michael is currently registered with &partners, a firm with over $1 billion in assets under management. Michael has a wide range of experience in the financial services industry, having previously worked at J.P. Morgan Securities Inc., and Robert Fleming Inc. Michael is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their unique needs and goals.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
10/11/2024 - Present
&partners (Clayton MO)
NY
05/01/2001 - 08/23/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
03/01/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
06/23/1999 - 03/28/2001
ROBERT FLEMING INC. (NEW YORK NY)
BOTH
Issued 08/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/25/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Duggan is the right advisor for you? Invested Better is here to help.
