Unclaimed
Michael Darell Karstetter is a financial advisor with LPL Financial LLC based in STATE COLLEGE, PA. Michael has been in the financial services industry since 1993. Michael is registered with FINRA and the states of Florida, Georgia, North Carolina and Pennsylvania. Michael has passed the Series 6, Series 63 and SIE exams. Michael was previously employed by CROWN CAPITAL SECURITIES, L.P. and NATIONWIDE SECURITIES, LLC. Michael specializes in providing financial advice and services to individuals, families, businesses, and retirement plans.
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
PA
04/17/2024 - Present
LPL Financial LLC (STATE COLLEGE PA)
PA
07/01/2020 - 04/17/2024
CROWN CAPITAL SECURITIES, L.P. (STATE COLLEGE PA)
PA
10/22/1993 - 07/01/2020
NATIONWIDE SECURITIES, LLC (STATE COLLEGE PA)
BC
Issued 10/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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