Unclaimed
Michael McCall is a financial advisor with over 30 years of experience in the industry. Michael is registered with Wedbush Securities Inc. and has a wealth of experience in helping clients achieve their financial goals. Michael has a strong track record of success in providing a range of financial services, including investment management, financial planning and retirement planning. Michael has also held prior positions with Raymond James & Associates, RBC Capital Markets, Ferris, Baker Watts, LLC, Advest, Inc., Bear, Stearns & Co. Inc., Smith Barney Inc., and Lehman Brothers Inc. Michael holds FINRA Series 7, 9, 10, 63, 65, 99 licenses as well as licenses in multiple states.
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.
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.
1
2
PA
11/08/2024 - Present
Wedbush Securities Inc. (RADNOR PA)
PA
04/13/2012 - 06/04/2019
RAYMOND JAMES & ASSOCIATES, INC. (CENTER VALLEY PA)
PA
03/13/2009 - 05/10/2012
RBC CAPITAL MARKETS, LLC (WAYNE PA)
PA
07/02/2004 - 03/13/2009
FERRIS, BAKER WATTS, LLC (WAYNE PA)
CT
11/26/1997 - 07/20/2004
ADVEST, INC. (HARTFORD CT)
NY
08/18/1995 - 12/10/1997
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
07/31/1993 - 08/29/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
06/16/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/29/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/29/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael McCall is the right advisor for you? Invested Better is here to help.