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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Vela is a financial advisor with LPL Financial LLC. Michael has been in the financial services industry since 1989. Michael is licensed to offer investment advice in 40 states and is currently registered with the state of Florida. Michael is a Series 6, 7, 24, 26, 51, 63 and 66 licensed advisor and holds the SIE certification. Prior to joining LPL Financial LLC, Michael was employed with Foresters Financial Services. Michael offers a range of investment advice and financial planning services. Michael's focus is on individual clients and small businesses. Michael's clients range from high net worth individuals to middle-income families. Michael also works with pension and profit-sharing plans, charitable organizations, and corporations.
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
FL
01/13/2022 - Present
LPL Financial LLC (NEW PORT RICHEY FL)
NY
03/14/1988 - 04/18/2019
FORESTERS FINANCIAL SERVICES, INC. (Pearl River NY)
BOTH
Issued 10/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/26/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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