Unclaimed
Michael Combs is a financial advisor with LPL Financial LLC. Michael has been in the industry since November 2006. Michael has been registered with LPL Financial LLC since September 2015. Michael also has previous experience at Fifth Third Securities, Inc. and Fidelity Brokerage Services LLC. Michael holds Series 4, 7, 24, 52TO, 53, and 66 licenses. Michael is registered in 53 states and the District of Columbia.
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
SC
09/02/2015 - Present
LPL Financial LLC (FORT MILL SC)
OH
01/24/2008 - 08/10/2015
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
11/16/2006 - 01/22/2008
FIDELITY BROKERAGE SERVICES LLC (BLUE ASH OH)
BOTH
Issued 08/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2009
Series 4 - Registered Options Principal Examination
BC
Issued 08/11/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/03/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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