Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Simpson is a financial advisor with Cadaret, Grant & CO., Inc. based in Springfield, MA. Michael has been in the financial services industry since 1999 and specializes in investment advisory services for individuals, businesses, and pension plans. Michael is a registered investment advisor with Series 7, 63, and 65 securities licenses.
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.
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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MA
08/15/2018 - Present
Cadaret, Grant & CO., Inc. (SPRINGFIELD MA)
MA
08/13/2010 - 05/05/2016
CADARET, GRANT & CO., INC. (SPRINGFIELD MA)
NH
01/01/2008 - 05/21/2009
WELLS FARGO ADVISORS, LLC (CONCORD NH)
NH
07/21/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CONCORD NH)
NY
08/02/2004 - 03/14/2006
IFMG SECURITIES, INC. (PURCHASE NY)
NY
02/13/2004 - 03/22/2004
IFMG SECURITIES, INC. (PURCHASE NY)
RI
10/21/1999 - 11/17/2003
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
NY
08/27/1996 - 11/03/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 01/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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