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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Harvey is a financial advisor with LPL Financial LLC. Michael is a registered representative in 21 states. Michael has been in the financial services industry for 32 years. Michael specializes in a variety of financial planning services, including investment management, retirement planning, insurance, and estate planning. Michael has a deep understanding of the financial markets and a commitment to providing his clients with personalized advice and strategies.
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
KS
08/05/2005 - Present
LPL Financial LLC (WINFIELD KS)
WI
11/14/1994 - 11/02/1999
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
NY
01/10/1992 - 10/10/1994
FAHNESTOCK & CO., INC. (NEW YORK NY)
NA
09/28/1994 - 10/07/1994
INVESTMENT CENTERS OF AMERICA, INC.
MN
09/16/1991 - 11/08/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/16/1991 - 11/08/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1992
Series 3 - National Commodity Futures Examination
BC
Issued 09/13/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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