Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McClory is a financial advisor with over 25 years of experience in the industry. Michael is currently registered with Evercore Group LLC, where Michael has been since December 2015. Previously, Michael has held positions at INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC, RAYMOND JAMES & ASSOCIATES, INC., FRIEDMAN, BILLINGS, RAMSEY & CO., INC., PULSE TRADING, INC., and MOORS & CABOT, INC. Michael holds several licenses, including Series 6, 7, 24, 55, 57TO, and SIE. Michael is registered to offer securities and investment advisory services in 37 states and the District of Columbia.
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.
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.
1
2
MA
12/22/2015 - Present
Evercore Group LLC (Boston MA)
MA
01/03/2011 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (BOSTON MA)
MA
08/11/2008 - 09/07/2010
RAYMOND JAMES & ASSOCIATES, INC. (BOSTON MA)
MA
01/06/2004 - 07/11/2008
FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (BOSTON MA)
MA
11/18/2002 - 01/02/2004
PULSE TRADING, INC. (BOSTON MA)
MA
01/28/1997 - 11/15/2002
MOORS & CABOT, INC. (BOSTON MA)
NJ
10/13/1992 - 07/09/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 10/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe EDGA Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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