Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Thomas Shanley is a registered investment advisor representative with Capital Analysts, based in Hanover, MA. Michael has been in the industry since 2010 and has worked with John Hancock Investment Management Distributors LLC, John Hancock Distributors LLC, and Wells Fargo Funds Distributor, LLC in the past. Michael is licensed to provide investment advice in Massachusetts, Connecticut, Rhode Island, and New Hampshire. Michael is a Series 6, Series 7, and Series 66 licensed representative. Michael provides investment advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Michael is a specialist in fixed income, equities, mutual funds, and variable annuities.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
08/31/2020 - Present
Capital Analysts (Hanover MA)
MA
07/19/2011 - 08/09/2019
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)
MA
02/08/2012 - 12/31/2012
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
09/03/2010 - 07/19/2011
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
03/08/2010 - 08/03/2010
WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)
NY
05/12/2008 - 02/13/2009
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
BOTH
Issued 10/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/09/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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