Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McGuire is a Registered Investment Advisor with NFP Retirement Inc. and has been in the industry since 1987. Michael holds a Series 6, 7, 63, and 65 license as well as the SIE exam. He is currently registered with the state of California. Michael has previously been employed with Kestra Investment Services, LLC, Financial Telesis Inc, and Princor Financial Services Corporation. Michael is dedicated to providing a high level of personalized financial planning and investment advice to individuals, families, and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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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CA
06/28/2004 - Present
NFP Retirement Inc. (ALISO VIEJO CA)
CA
07/28/2014 - 12/31/2017
KESTRA INVESTMENT SERVICES, LLC (Aliso Viejo CA)
CA
12/08/2004 - 07/24/2014
FINANCIAL TELESIS INC (ALISO VIEJO CA)
IA
04/23/2004 - 12/07/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
LA
01/21/1999 - 12/31/2003
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
IA
12/22/1987 - 05/16/1995
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 05/07/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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