Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Clancy McLachlan is a financial advisor who has been working in the industry since 1998. Michael is currently registered with LPL Financial LLC and holds licenses for Series 63, Series 24, Series 79TO, Series 99TO, SIE, and Series 7. Prior to joining LPL Financial LLC, Michael worked for WMA Securities, INC., First Maryland Brokerage Corporation, Capital Resources, INC., Moors & Cabot, INC., and NationsSecurities. Michael is registered to provide financial advice in North Carolina and South Carolina.
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
SC
09/20/2001 - Present
LPL Financial LLC (FORT MILL SC)
GA
03/17/1998 - 10/13/1999
WMA SECURITIES, INC. (DULUTH GA)
MD
01/09/1996 - 04/10/1996
FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)
MD
03/13/1995 - 08/11/1995
CAPITAL RESOURCES, INC. (ROCKVILLE MD)
MA
02/27/1995 - 03/03/1995
MOORS & CABOT, INC. (BOSTON MA)
NA
04/08/1994 - 02/22/1995
NATIONSSECURITIES
BC
Issued 04/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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