Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Michel is a financial advisor with over 39 years of experience in the industry. Andrew is currently registered with LPL Financial LLC and has offices in San Diego, California, and Columbus, Ohio. Andrew is also registered as an Investment Advisor Representative in Texas. Andrew has a history of working with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Andrew is committed to providing personalized financial advice and services to his clients.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/26/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
OH
09/03/1998 - 09/01/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (COLUMBUS OH)
IN
09/03/1998 - 06/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
10/15/1993 - 09/08/1998
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
06/19/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BOTH
Issued 05/17/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1982
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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