Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wargo is a financial advisor with LPL Financial LLC. Michael has been in the financial industry since September 18, 1995. Michael has licenses in both Ohio and Pennsylvania. Michael has worked at several financial institutions, including WADDELL & REED, FIRST MIDWEST SECURITIES, INC., TICHE CAPITAL STRATEGIES LLC, EMMETT A LARKIN COMPANY, INC. and FAIRCHILD FINANCIAL GROUP, INC. Michael's past experience includes working as a financial advisor, insurance agent, and a financial consultant. Michael is also involved in the community through his work with the Ohio State Alumni Association and Rotary International District 7300.
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
07/21/2021 - Present
LPL Financial LLC (MURRYSVILLE PA)
PA
07/15/2013 - 07/21/2021
WADDELL & REED (MURRYSVILLE PA)
PA
10/29/2004 - 07/17/2013
FIRST MIDWEST SECURITIES, INC. (MONROEVILLE PA)
PA
04/06/2001 - 11/29/2004
TICHE CAPITAL STRATEGIES LLC (PITTSBURGH PA)
CA
08/31/1998 - 04/06/2001
EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)
NY
11/20/1995 - 09/28/1998
FAIRCHILD FINANCIAL GROUP, INC. (NEW YORK NY)
NY
09/19/1995 - 11/21/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 07/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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