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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 Grodotzke is an investment advisor representative with LPL Financial LLC, located in Sherman Oaks, CA. Michael has been in the securities industry since November 1986 and has a wealth of experience in providing financial planning services. Michael has a proven track record of success in assisting individuals, families and businesses in achieving their financial goals. Prior to joining LPL Financial LLC, Michael worked with Sagepoint Financial, Inc., BANCWEST INVESTMENT SERVICES, INC., SECURITIES AMERICA, INC., and AMERIPRISE FINANCIAL SERVICES, INC.
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
CA
06/08/2020 - Present
LPL Financial LLC (SHERMAN OAKS CA)
CA
10/02/2012 - 06/11/2020
SAGEPOINT FINANCIAL, INC. (SHERMAN OAKS CA)
CA
06/21/2011 - 10/12/2012
BANCWEST INVESTMENT SERVICES, INC. (OXNARD CA)
CA
06/09/2009 - 08/03/2011
SECURITIES AMERICA, INC. (GLENDALE CA)
CA
04/06/2009 - 06/30/2011
AMERIPRISE FINANCIAL SERVICES, INC. (WOODLAND HILLS CA)
CA
12/19/2001 - 04/09/2009
VALIC FINANCIAL ADVISORS, INC. (GLENDALE CA)
TX
12/19/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
AZ
01/12/1999 - 12/31/2001
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
RI
03/16/1990 - 01/04/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
CA
07/13/1989 - 03/14/1990
ASB FINANCIAL SERVICES (IRVINE CA)
NA
06/24/1986 - 03/11/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 08/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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