Unclaimed
Michael Edmonds is a financial advisor at LPL Financial LLC. Michael has been in the financial industry for over two years. Michael's experience includes providing financial planning, portfolio management, and other advisory services to a variety of clients. Michael has a strong understanding of the financial markets and a commitment to helping clients achieve their financial goals. Michael is registered with the Securities and Exchange Commission as an Investment Advisor Representative (IAR).
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
IL
03/07/2022 - Present
LPL Financial LLC (FRANKFORT IL)
IL
05/18/2018 - 03/09/2020
EDWARD JONES (WESTCHESTER IL)
BOTH
Issued 08/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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