Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Molly? Claim Your ProfileMolly McGuire is a financial advisor with Money Concepts Capital Corp. Molly has been in the financial services industry for over 20 years. Molly has a series 66 license and specializes in helping individuals, families, and businesses reach their financial goals. Molly also provides financial planning services and portfolio management for individuals and businesses. Molly is committed to providing her clients with personalized financial advice and guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General 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.
Solicitor fee
1
2
MT
06/23/2020 - Present
Money Concepts Capital Corp. (BOZEMAN MT)
MT
07/11/2019 - 01/09/2020
EDWARD JONES (BOZEMAN MT)
CT
06/04/2008 - 07/17/2008
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
NC
12/15/2000 - 10/05/2005
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
02/11/1998 - 01/28/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 08/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/15/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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