Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Boyer is a financial advisor with over 30 years of experience in the industry. Michael is registered with LPL Financial LLC and has a Series 7, Series 24, Series 51, Series 63, and Series 65 license. Michael has a strong background in financial planning, portfolio management, and investment advisory services. Michael is dedicated to providing personalized financial advice to individuals, families, and businesses. Michael is committed to helping clients achieve their financial goals and objectives.
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
PA
02/25/2013 - Present
LPL Financial LLC (SOMERSET PA)
PA
08/14/1998 - 11/27/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (SOMERSET PA)
MA
02/17/1995 - 08/14/1998
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
PA
01/16/1992 - 02/28/1995
BERKOWITZ, PIERCHALSKI INC. (PITTSBURGH PA)
IA
Issued 02/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Boyer is the right advisor for you? Invested Better is here to help.
