Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Davell is a financial advisor registered with LPL Financial LLC. Michael has been in the financial industry since 2012, providing financial advice and investment services. Michael holds a Series 7, Series 66, and SIE license. Michael's previous experience includes roles at Edward Jones, Raymond James & Associates, and L.M. Kohn & Company. Michael specializes in investment advice for individuals, corporations, and charitable organizations. In addition to financial planning, Michael also provides portfolio management for businesses and individuals.
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
OH
09/21/2023 - Present
LPL Financial LLC (COLUMBUS OH)
OH
06/24/2019 - 12/03/2019
L.M. KOHN & COMPANY (SPRINGBORO OH)
OH
10/30/2015 - 06/27/2017
RAYMOND JAMES & ASSOCIATES, INC. (UPPER ARLINGTON OH)
OH
04/26/2012 - 11/09/2015
EDWARD JONES (SPRINGFIELD OH)
BOTH
Issued 06/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Davell is the right advisor for you? Invested Better is here to help.
