Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McGrail is an investment advisor representative at McDonald Partners LLC and has been in the industry since 2011. Michael holds licenses for Series 63, 65, 7, and SIE exams. Michael is registered in 18 states: Alabama, Colorado, Florida, Georgia, Illinois, Maryland, Michigan, New Mexico, New York, North Carolina, Ohio, Pennsylvania, and Texas. Michael provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. In addition to his advisory work, Michael is also a licensed insurance agent and spends a small amount of time selling insurance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
10/12/2011 - Present
McDonald Partners LLC (CLEVELAND OH)
BC
Issued 01/23/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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