Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Doody is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Michael has over 8 years of experience in the financial services industry and is a licensed financial advisor in North Carolina. Michael is dedicated to helping individuals and families achieve their financial goals. Michael specializes in financial planning, portfolio management for individuals, and selection of other advisors. Michael is committed to providing personalized service and building long-term relationships with 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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
NC
10/14/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
SC
11/19/2014 - 09/22/2021
LPL FINANCIAL LLC (FORT MILL SC)
SC
01/30/2018 - 09/10/2021
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (Fort Mill SC)
NC
06/13/2014 - 11/18/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
06/28/2013 - 06/18/2014
LPL FINANCIAL LLC (CHARLOTTE NC)
BOTH
Issued 08/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/02/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/04/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 42 - Registered Options Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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