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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McFarland is a financial advisor registered with Stonex Advisors Inc. in Georgia. Michael has been a financial advisor since 2001 and has experience working with individuals, businesses, and charitable organizations. Michael holds Series 6, 7, 31, 63, and 65 licenses, as well as the SIE exam. Michael is also the co-owner of Grandview Strategic Partners, Grandview Planning Group, and Grandview Rick Management.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
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2
GA
06/30/2016 - Present
Stonex Advisors Inc. (Suwanee GA)
GA
03/11/2005 - 10/01/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (DULUTH GA)
FL
10/03/2001 - 03/24/2005
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MA
10/25/2000 - 04/18/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 01/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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