Unclaimed
Michael McFadden is a financial advisor with over 10 years of experience in the industry. Michael is currently registered with Centaurus Financial, Inc. and has held previous registrations with Woodbury Financial Services, Inc., Questar Capital Corporation and Securian Financial Services, Inc.. Michael has a Series 7, Series 66, and SIE license. Michael is a member of the Davidson Public Arts Committee and Davidson Farmer's Market. Michael is a member of the Davidson Public Arts Committee and Davidson Farmer's Market. Michael's areas of expertise include financial planning, portfolio management for individuals, portfolio management for businesses, market timing services, publication of periodicals, selection of other advisors, and educational seminars. Michael is registered in California, Colorado, Florida, Missouri, New Hampshire, North Carolina, Pennsylvania, South Carolina, and Virginia. Michael specializes in working with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
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.
A percentage of the total value of assets under management is charged.
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2
NC
07/03/2024 - Present
Centaurus Financial, Inc. (Mooreville NC)
NC
03/01/2019 - 06/23/2021
WOODBURY FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
11/09/2012 - 03/01/2019
QUESTAR CAPITAL CORPORATION (CHARLOTTE NC)
NC
02/14/2012 - 11/08/2012
SECURIAN FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
08/12/2011 - 01/19/2012
FSC SECURITIES CORPORATION (DAVIDSON NC)
BOTH
Issued 12/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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