Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Geary is a financial advisor at LPL Financial LLC. Michael has over 35 years of experience in the financial industry, starting his career in 1974. Michael works with a variety of clients including individuals, businesses, and institutions. His clients' assets range from $1 million to $10 million or more. Michael currently holds Series 63, 66 and Series 7TO registrations, and is also licensed in several states. Michael has a long history of working with various financial firms, including A. G. Edwards & Sons, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael has a strong commitment to providing his clients with personalized financial advice and guidance.
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
MA
09/29/2021 - Present
LPL Financial LLC (NATICK MA)
MO
05/22/2009 - 10/12/2021
AMERIPRISE FINANCIAL SERVICES, LLC (CHESTERFIELD MO)
MO
01/01/2008 - 05/22/2009
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
10/10/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
04/13/1987 - 10/12/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
02/21/1985 - 04/03/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
03/07/1977 - 01/11/1985
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
NA
08/12/1975 - 04/17/1976
SECURITIES MANAGEMENT & RESEARCH, INC.
NA
11/01/1972 - 10/03/1974
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
BOTH
Issued 03/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1996
PC - AMEX Put and Call Exam
BC
Issued 10/28/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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