Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you W? Claim Your ProfileW Michael McCue is a financial advisor with over 35 years of experience in the industry. W Michael McCue is currently registered with Morgan Stanley as an Investment Advisor Representative in Oklahoma and Texas. W Michael McCue has previously held positions at Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. W Michael McCue specializes in providing financial advice to high net worth individuals, businesses, investment clubs, and other institutions. W Michael McCue has a strong track record of success and is committed to providing clients with personalized financial solutions that meet their individual needs.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OK
03/19/2020 - Present
Morgan Stanley (Tulsa OK)
OK
05/19/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TULSA OK)
NY
03/20/1985 - 05/25/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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