Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McNeily is a financial advisor with LPL Financial LLC in WESTERN SPRINGS, IL. Michael has been in the industry since 2006 and has a strong track record of providing financial guidance to a diverse range of clients. He is committed to helping individuals and families achieve their financial goals through a personalized approach. Michael has a wide range of experience and qualifications, including passing the Series 63, Series 66, and Series 7 exams, as well as the General Securities Principal Examination. Michael is licensed to provide financial advice in multiple states across the country.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IL
07/09/2012 - Present
LPL Financial LLC (WESTERN SPRINGS IL)
IL
07/25/2006 - 07/10/2012
EDWARD JONES (BROOKFIELD IL)
BOTH
Issued 04/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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