Unclaimed
Michael McLaughlin is a financial advisor with over 34 years of experience in the financial services industry. Michael is currently registered with LPL Financial LLC in New Jersey and Texas and has held previous registrations with several firms, including Lincoln Financial Advisors Corporation, Hornor, Townsend & Kent, Inc., and Multi-Financial Securities Corporation. Michael holds the Series 7, Series 63, and Series 65 licenses and is a Certified Financial Planner. Michael has extensive experience providing investment advice and financial planning services to individuals, families, businesses, and charitable organizations. Michael's experience and qualifications allow him to provide a wide range of services including investment management, retirement planning, college savings, estate planning, and insurance.
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
NJ
05/09/2022 - Present
LPL Financial LLC (HADDONFIELD NJ)
NJ
02/03/2009 - 12/20/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (HADDONFIELD NJ)
NJ
09/20/2000 - 02/12/2009
HORNOR, TOWNSEND & KENT, INC. (HADDONFIELD NJ)
CO
05/01/1997 - 09/15/2000
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MA
04/13/1994 - 07/01/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
04/13/1994 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
04/20/1988 - 04/21/1994
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
03/14/1986 - 10/31/1986
INVESTACORP, INC.
NA
07/23/1985 - 10/29/1985
FIRST JERSEY SECURITIES, INC.
IA
Issued 07/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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