Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kessel is a financial advisor with LPL Financial LLC. Michael has been working in the financial industry since June 2006. Michael is registered to provide investment advice in Arizona, California, Florida, Georgia, Indiana, Maine, Minnesota, North Dakota, Pennsylvania, and Tennessee. Michael is also registered to provide investment advice in Indiana as an Investment Advisor Representative. Michael has passed the Series 7, Series 63, Series 65, and SIE exams. Michael's previous employers include Cetera Advisors LLC and David A. Noyes & 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
IN
05/15/2019 - Present
LPL Financial LLC (FISHERS IN)
IN
01/31/2014 - 04/16/2019
CETERA ADVISORS LLC (CARMEL IN)
IN
09/21/2010 - 02/06/2014
DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)
IN
06/01/2009 - 10/01/2010
MORGAN STANLEY SMITH BARNEY (INDIANAPOLIS IN)
IN
06/29/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (INDIANAPOLIS IN)
IA
Issued 08/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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