Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Haggerty is a financial advisor with over 24 years of experience in the industry. Michael is currently registered as a Registered Representative with Copper Financial in Lenexa, Kansas and Texas. Michael previously worked at CUSO Financial Services, L.P. in Lenexa, Kansas and Salomon Smith Barney Inc. in New York, New York. Michael specializes in providing financial advice to individuals, families, and businesses. Michael holds a Certified Financial Planner designation and is also a member of the Board of Directors of TruHome Solutions, a mortgage originator and servicing company for over 30 credit unions. Michael is committed to providing his clients with personalized financial advice and guidance.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Fees from third-party managers to whom we refer business
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.
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KS
08/21/2024 - Present
Copper Financial (Lenexa KS)
KS
03/05/2003 - 05/19/2014
CUSO FINANCIAL SERVICES, L.P. (LENEXA KS)
NY
03/08/1999 - 02/27/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 03/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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