Unclaimed
Christopher Michalek is an active Registered Representative and Investment Advisor Representative with over 20 years of experience in the financial services industry. Christopher is currently employed by LPL Financial LLC and is registered with the state of Georgia. Christopher has previously worked with LPL Financial Corporation, McDonald Investments Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Christopher has passed the Uniform Combined State Law Examination, General Securities Representative Examination, Investment Company Products/Variable Contracts Representative Examination, and Securities Industry Essentials Examination. Christopher specializes in providing financial advice to individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans.
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.
1
2
GA
03/29/2018 - Present
LPL Financial LLC (ATHENS GA)
MI
06/26/2002 - 12/22/2008
LPL FINANCIAL CORPORATION (PLYMOUTH MI)
OH
10/01/1999 - 06/27/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MA
06/28/1996 - 08/26/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/28/1996 - 08/26/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 07/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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