Unclaimed
Michael Heneghan is a financial advisor registered with Alliancebernstein LP. Michael has over 20 years of experience in the financial services industry. Michael has worked for a number of prominent firms, including Goldman, Sachs & Co., Merrill Lynch, and American Express Financial Advisors. Michael is a Chartered Financial Analyst and holds the Series 7, 63, 66 and 87 licenses. Michael is a licensed investment advisor representative in Illinois.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
1
2
IL
08/21/2017 - Present
Alliancebernstein LP (CHICAGO IL)
NY
09/18/2006 - 01/28/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
09/11/2000 - 08/02/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
07/07/1999 - 07/28/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/07/1999 - 07/28/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/10/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
Active
Inactive
F
FINRA
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