Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McConnell is a financial professional with over 20 years of experience in the industry. Michael is currently registered with Avantax Advisory Services. Previously, Michael was registered with 1ST GLOBAL CAPITAL CORP. and LINSCO/PRIVATE LEDGER CORP. Michael has held a Series 7, Series 63 and Series 66 licenses. Michael has provided financial advice to clients in a variety of settings, including as a manager at a mortgage company and as a broker for health insurance. Michael is also a CPA and president of McConnell & Co., a CPA firm.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
02/01/2024 - Present
Avantax Advisory Services (IRVING TX)
MA
07/30/2002 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (HINGHAM MA)
SC
11/05/1999 - 08/16/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 09/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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