Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Burt Niles is a financial advisor with LPL Financial LLC. He is based in Cincinnati, Ohio, and has been in the industry since 1984. Michael has a wide range of experience, having previously worked with Crown Capital Securities, LP, Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, and Walnut Street Securities, Inc. Michael holds licenses in multiple states and has a variety of product and state licenses including Series 66, Series 63, Series 24, Series 7, and SIE. He is also registered as an Investment Advisor Representative in Indiana. Michael offers a wide range of services including portfolio management for individuals and businesses, financial planning, and consulting services.
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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2
IN
05/01/2024 - Present
LPL Financial LLC (WESTFIELD IN)
IN
11/17/2003 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (Noblesville IN)
WI
06/29/1989 - 11/18/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
06/29/1989 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
CA
04/30/1986 - 05/30/1989
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
06/22/1983 - 01/10/1985
INTEGRATED RESOURCES EQUITY CORPORATION
BOTH
Issued 09/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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