Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jamison is a financial advisor with LPL Financial LLC. Michael has been in the financial services industry since 2002. Michael is registered with the state of California as an Investment Advisor Representative. Michael has a history of working with clients in a variety of industries, including insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Michael is committed to providing his clients with personalized financial advice and guidance.
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
CA
08/25/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
05/12/2020 - 08/17/2023
MORGAN STANLEY (Roseville CA)
OH
07/25/2019 - 03/16/2020
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
TX
05/25/2019 - 07/23/2019
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
NY
03/31/2015 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
CA
07/09/2004 - 03/19/2015
PRINCIPAL FUNDS DISTRIBUTOR, INC. (EL DORADO HILLS CA)
CA
07/21/2000 - 11/19/2002
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 05/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/22/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/25/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/08/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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