Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Michael is a financial advisor with over 30 years of experience in the industry. John is currently registered with LPL Financial LLC and has previously held positions at Private Client Services, LLC, Woodbury Financial Services, Inc., 1717 Capital Management Company, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. John holds the Series 6, 7, 63, and SIE licenses. John is also a Certified Financial Planner. John specializes in providing financial planning, portfolio management, and other investment advisory services to individuals, families, and businesses.
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
KY
11/26/2024 - Present
LPL Financial LLC (LOUISVILLE KY)
KY
05/05/2010 - 11/13/2020
PRIVATE CLIENT SERVICES, LLC (LOUISVILLE KY)
KY
08/20/2003 - 05/10/2010
WOODBURY FINANCIAL SERVICES, INC. (LOUISVILLE KY)
DE
09/08/1998 - 08/22/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IN
09/02/1992 - 09/17/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/02/1992 - 09/17/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 09/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Michael is the right advisor for you? Invested Better is here to help.
