Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Short is a financial advisor with LPL Financial LLC. Michael has been in the financial industry since 2012 and holds a Series 66, Series 7 and SIE license. Michael is registered to provide investment advice in Florida, Indiana, Iowa, Michigan, Ohio, Texas and Virginia. Michael is affiliated with LPL Financial LLC as an Investment Advisor Representative. Michael has experience in providing investment advice to individuals, businesses, pension and profit-sharing plans and charitable organizations.
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
OH
09/16/2021 - Present
LPL Financial LLC (MAUMEE OH)
OH
11/17/2015 - 03/04/2021
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (COLUMBUS OH)
OH
09/26/2013 - 11/17/2015
JPMORGAN DISTRIBUTION SERVICES, INC. (WESTERVILLE OH)
OH
12/19/2011 - 08/06/2013
WELLS FARGO ADVISORS, LLC (PERRYSBURG OH)
BOTH
Issued 01/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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