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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Patrick Thompson is a financial advisor with Global Retirement Partners LLC. Michael has been in the industry for 15 years and is licensed in Pennsylvania and South Carolina. Michael is a Personal Financial Specialist and has a Series 7, Series 66 and SIE licenses. He provides financial planning services to individuals, corporations, high-net-worth clients, charitable organizations, and pension and profit-sharing plans. Michael also has experience providing accounting and tax services as a proprietor of his own business. Previously, Michael was an advisor with Raymond James Financial Services, Inc. and Next Financial Group, Inc..
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.
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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CA
01/06/2025 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
SC
01/09/2019 - 10/07/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (BLUFFTON SC)
SC
07/19/2007 - 09/06/2018
NEXT FINANCIAL GROUP, INC. (BLUFFTON SC)
BOTH
Issued 08/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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