Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McDonagh is a registered investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Michael has been in the industry since 2005, and is currently registered with the state of New Jersey, New York, and Texas. Michael has passed the Series 7, Series 66, and SIE exams, demonstrating their proficiency in financial markets and investment strategies. Their expertise extends to a diverse range of financial services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Prior to joining Wells Fargo Advisors Financial Network, LLC, Michael worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc. Their previous experience has equipped them with a comprehensive understanding of the financial industry. As a trusted financial advisor, Michael McDonagh is committed to providing personalized guidance and investment strategies tailored to meet the unique needs of their clients.
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.
Investment consulting services to institutional clients
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.
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NY
07/16/2019 - Present
Wells Fargo Advisors Financial Network, LLC (MELVILLE NY)
NY
10/23/2009 - 07/05/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
NY
08/19/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MELVILLE NY)
BOTH
Issued 09/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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