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 Markovich is a financial advisor with over 25 years of experience in the financial services industry. Michael is currently registered with LPL Financial LLC as a Registered Representative. Michael specializes in providing financial planning, portfolio management, and other non-discretionary advisory services to individuals, families, and businesses. Michael has a wide range of experience working with clients of all types. Michael is committed to providing his clients with personalized service and a comprehensive understanding of their financial goals.
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
CO
12/01/2021 - Present
LPL Financial LLC (DENVER CO)
CO
01/07/2011 - 12/20/2021
MORGAN STANLEY (Greenwood Village CO)
NY
12/15/1994 - 04/10/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/31/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/13/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 01/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2003
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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