Unclaimed
Michael Sarafian is a financial advisor at LPL Financial LLC. Michael has been in the financial industry for over five years. Michael is licensed to provide financial advice in Florida, Texas, and the Virgin Islands. Michael holds Series 7, Series 66, and SIE licenses. Michael also holds the Certified Financial Planner designation. Michael has a strong understanding of the financial markets and is committed to providing clients with personalized advice. In addition to his work at LPL Financial LLC, Michael is also involved in several other businesses, including Sunshine Thrift Supply, LLC, and SBPROPERTY HOLDINGS LLC.
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
FL
12/13/2022 - Present
LPL Financial LLC (TAMPA FL)
FL
05/18/2021 - 12/08/2022
LINCOLN INVESTMENT (TAMPA FL)
FL
06/19/2018 - 06/08/2021
MORGAN STANLEY (TAMPA FL)
BOTH
Issued 07/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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