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 Maguire is a financial advisor with Grimes & Company, Inc. Michael has been in the financial services industry since 2004. Michael is registered with the state of Massachusetts and has Series 6, 63 and 65 licenses. Michael is a Certified Financial Planner and a Chartered Financial Consultant. Michael has experience in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Michael also provides independent insurance services.
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.
A percentage of the total value of assets under management is charged.
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MA
06/30/2023 - Present
Grimes & Company, Inc. (WESTBOROUGH MA)
RI
08/01/2022 - 06/23/2023
MUTUAL OF AMERICA SECURITIES LLC (Providence RI)
RI
03/18/2022 - 06/27/2022
LPL FINANCIAL LLC (PROVIDENCE RI)
RI
07/11/2006 - 03/29/2022
MUTUAL OF AMERICA SECURITIES LLC (Providence RI)
RI
07/11/2006 - 11/17/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (Providence RI)
MA
09/15/2005 - 06/28/2006
SENTINEL SECURITIES, INC. (WAKEFIELD MA)
NY
10/19/2004 - 09/13/2005
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
IA
Issued 01/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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