Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McGee is a financial advisor with Hudson Advisor Services, Inc. Michael has over 15 years of experience in the financial services industry. Michael has held positions at a number of firms including Northern Trust Securities, Inc., Wells Fargo Advisors, LLC, and Wachovia Securities, LLC. Michael is a registered investment advisor in Florida. Michael is a dedicated professional with a strong commitment to his clients. Michael specializes in financial planning, portfolio management, and selection of other advisors. Michael has a deep understanding of the financial markets and a passion for helping his clients achieve their financial 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.
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.
1
2
FL
10/28/2024 - Present
Hudson Advisor Services, Inc. (Vero Beach FL)
FL
02/13/2015 - 01/10/2017
NORTHERN TRUST SECURITIES, INC. (VERO BEACH FL)
FL
03/25/2009 - 12/31/2009
WELLS FARGO ADVISORS, LLC (VERO BEACH FL)
MO
10/07/2005 - 12/31/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
DE
04/14/1999 - 06/02/2004
WILMINGTON BROKERAGE SERVICES COMPANY (WILMINGTON DE)
BOTH
Issued 09/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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