Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Alan Binz is a financial advisor with LPL Financial LLC. Michael has been in the industry since 1982 and has been registered with the state of Kentucky since 2020. Michael is also registered in Texas, Illinois, Michigan, Ohio, Rhode Island, South Carolina, Tennessee, Virginia, Washington, and North Dakota. Michael has passed the Series 6, 7, 63, and 65 exams. Michael has prior experience with Morgan Stanley and Wells Fargo Clearing Services.
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
10/07/2020 - Present
LPL Financial LLC (LEXINGTON KY)
KY
09/29/2017 - 10/07/2020
WELLS FARGO CLEARING SERVICES, LLC (LEXINGTON KY)
KY
06/12/2014 - 10/25/2017
MORGAN STANLEY (LEXINGTON KY)
KY
08/21/1996 - 06/23/2014
AMERIPRISE FINANCIAL SERVICES, INC. (LEXINGTON KY)
MN
08/21/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
08/13/1996 - 08/20/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
08/13/1996 - 08/20/1996
IDS LIFE INSURANCE COMPANY
MN
01/27/1995 - 08/16/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
NJ
05/10/1982 - 12/22/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Binz is the right advisor for you? Invested Better is here to help.
