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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J. michael? Claim Your ProfileJ. michael Mullen is a financial advisor at LPL Financial LLC. J. michael has been in the industry for over 30 years and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). J. michael has a Series 7, Series 24, Series 63 and Series 65 license. J. michael provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. J. michael is also registered with the states of Alabama, Colorado, Florida, Georgia, Kentucky, Maryland, Massachusetts, Michigan, New Jersey, New Mexico, New York, Oklahoma, South Carolina, Texas, Virginia, and Washington.
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
FL
08/21/2009 - Present
LPL Financial LLC (MELBOURNE BEACH FL)
FL
06/20/1989 - 09/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELBOURNE FL)
IA
Issued 10/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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