Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McMullan is a financial advisor who has been in the industry since 2002. Michael is currently registered with Principal Securities, Inc., and has previously been registered with ING Financial Partners, Inc., Locust Street Securities, Inc., and Directed Services, Inc. Michael is a licensed agent in 23 states and holds a Series 6, 7, 24, 53, 63, and 66 license. Michael is also a Chartered Financial Consultant.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
03/05/2021 - Present
Principal Securities, Inc. (West Des Moines IA)
IA
01/01/2004 - 06/29/2006
ING FINANCIAL PARTNERS, INC. (DES MOINES IA)
IA
11/24/2003 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
PA
08/19/2002 - 11/18/2003
DIRECTED SERVICES, INC. (WEST CHESTER PA)
BOTH
Issued 05/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/04/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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