Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Robert Callan is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with Raymond James Financial Services Advisors, Inc. and has previously worked with other firms like Merrill Lynch, UBS Financial Services Inc., and Cigna Securities, Inc. Michael holds multiple licenses and certifications, including Series 6, 7, 22, 24, 63, and 66, as well as the SIE. Michael is also a Certified Financial Planner. Michael provides a range of financial advisory services, including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Michael's current office is located at 2101 Parks Avenue, Suite 804, Virginia Beach, VA 23451.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
12/04/2009 - Present
Raymond James Financial Services Advisors, Inc. (VIRGINIA BEACH VA)
VA
11/19/2004 - 12/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIRGINIA BEACH VA)
NJ
02/14/1998 - 12/10/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NE
09/09/1997 - 12/31/1997
CENTRAL FIDELITY SECURITIES, INC. (OMAHA NE)
PA
08/15/1985 - 04/12/1991
CIGNA SECURITIES, INC. (RADNOR PA)
BOTH
Issued 05/01/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/03/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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