Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Alexander Satterfield is a financial professional with over 14 years of experience in the industry. Michael is currently registered with LPL Financial LLC in Fort Mill, South Carolina. Michael's previous experience includes a role at VANGUARD MARKETING CORPORATION in Charlotte, North Carolina. Michael has a strong background in financial products and services, and has earned several industry licenses including Series 7, 6, 63, 24 and SIE.
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
SC
07/24/2024 - Present
LPL Financial LLC (FORT MILL SC)
NC
11/13/2008 - 10/22/2020
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 12/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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