Unclaimed
Shir McGettigan is a financial advisor registered with Global Retirement Partners LLC. Shir holds a Series 6, Series 7, Series 63 and Series 65 licenses and has been in the industry since 2014. Shir provides financial planning, pension consulting, and portfolio management services for individuals, businesses, and pension and profit-sharing plans. Shir is also registered as an Investment Advisor Representative with LPL Financial LLC.
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.
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.
1
2
FL
10/30/2023 - Present
Global Retirement Partners LLC (Fort Lauderdale FL)
FL
07/11/2014 - 11/01/2023
MML INVESTORS SERVICES, LLC (FORT LAUDERDALE FL)
BC
Issued 07/26/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/15/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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