Unclaimed
Michael D. Livingston is a financial advisor registered with LPL Financial LLC. Michael has been in the financial industry since 2004. Michael is licensed in 48 states and the District of Columbia. Michael specializes in providing financial planning, consulting, and investment advisory services for individuals, businesses, and institutions. Michael also offers non-discretionary advisory services. Michael’s experience includes working with clients of all ages and income levels, as well as providing retirement planning and investment management services. Michael is committed to providing clients with personalized financial advice and services to help them reach their financial goals. Michael is dedicated to building strong relationships with clients and providing them with the highest level of service and support.
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
MD
02/14/2018 - Present
LPL Financial LLC (OWINGS MILLS MD)
MD
05/15/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (WESTMINSTER MD)
MD
03/19/2004 - 05/28/2009
INTERSECURITIES, INC. (WESTMINSTER MD)
BOTH
Issued 03/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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