Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael D. Ivey is a financial advisor with LPL Financial LLC, with a branch office located in Lubbock, TX. Michael has been in the financial services industry since November 26, 2004. Michael is registered in Colorado, New Mexico, Oklahoma, Pennsylvania, and Texas for both securities and investment advisory services. Michael is a Series 7 and Series 66 licensed representative. Michael also holds the SIE certification. Michael has a previous employment history with LINCOLN FINANCIAL SECURITIES CORPORATION, and LINSCO/PRIVATE LEDGER CORP.
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
TX
02/14/2024 - Present
LPL Financial LLC (LUBBOCK TX)
TX
02/16/2005 - 02/13/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (LUBBOCK TX)
SC
11/03/2004 - 01/22/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 12/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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