Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Balakirsky is a financial advisor registered with LPL Financial LLC. Michael has been in the industry since August 2004 and has a Series 66 license. Michael is also licensed in Connecticut, Delaware, District of Columbia, Florida, Maine, Maryland, Massachusetts, North Carolina, Rhode Island, Texas, Virginia and Washington. Michael is registered as an Investment Advisor Representative in Maryland and Texas. Michael previously worked for Ameriprise Financial Services, Inc. and IDS Life Insurance Company.
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
MD
07/27/2020 - Present
LPL Financial LLC (COLUMBIA MD)
MD
08/23/2004 - 07/02/2007
AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBIA MD)
MN
08/23/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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