Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McGrath is a financial advisor with Fidelity Personal And Workplace Advisors. Michael has been a registered representative since 2012 and has experience in the securities industry since 2012. Michael has a Series 66, Series 63 and Series 7 license and has been registered with the following firms: Fidelity Brokerage Services LLC and John Hancock Distributors LLC. Michael's current firm is Fidelity Personal And Workplace Advisors. Michael can provide financial planning, educational seminars and selection of other advisors to individuals, corporations, 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.
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.
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
MA
06/08/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTWOOD MA)
MA
05/10/2013 - 02/23/2022
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
NH
09/19/2012 - 04/16/2013
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 05/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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