Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bina is a financial advisor at LPL Financial LLC, a firm with a national reach. Michael has a strong track record of providing financial guidance and investment management services. His expertise spans a wide range of financial products and services, including investments, retirement planning, and insurance. Michael's commitment to client success is evident in his extensive experience and the numerous states in which he is registered.
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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CA
12/04/2020 - Present
LPL Financial LLC (SAN DIEGO CA)
NE
12/20/2017 - 11/13/2020
TD AMERITRADE CLEARING, INC. (OMAHA NE)
CA
06/21/2011 - 11/13/2020
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
03/17/2009 - 05/26/2009
EDWARD JONES (OCEANSIDE CA)
BC
Issued 07/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2013
Series 4 - Registered Options Principal Examination
BC
Issued 01/25/2013
Series 24 - General Securities Principal Examination
BC
Issued 06/27/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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