Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Silvia Michel is an investment professional with over 20 years of experience in the financial services industry. Martha has a strong background in the securities industry, currently working for LPL Financial LLC, a broker-dealer and registered investment advisor. Martha holds the Series 6, Series 63 and Series 99TO licenses as well as the SIE license. Martha has expertise in various financial products and services, including investment company products, variable contracts, and operations. Martha is also registered as an investment advisor representative in California. Previously, Martha worked at Scudder Investor Services, Inc. in New York. Martha has a broad understanding of the financial markets and strives to provide her clients with personalized investment solutions.
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
CA
01/14/2002 - Present
LPL Financial LLC (SAN DIEGO CA)
NY
05/04/1998 - 01/20/2000
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 06/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Martha Michel is the right advisor for you? Invested Better is here to help.
