Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kelso is a financial advisor associated with LPL Financial LLC. Michael is a registered investment advisor representative. Michael has been in the industry for 17 years. Michael holds licenses to offer investment services in several states, including California, Florida, Kentucky, Michigan, New Jersey, North Carolina, Ohio, and Oregon. The advisor is also registered to offer investment advisory services in Ohio. Michael provides a variety of investment and insurance products, including those for individuals, corporations, and trusts. Michael is committed to providing personalized financial advice to help clients achieve their financial goals.
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
OH
02/23/2018 - Present
LPL Financial LLC (TIFFIN OH)
OH
08/20/2013 - 02/14/2014
FIFTH THIRD SECURITIES, INC. (MAUMEE OH)
OH
08/01/2011 - 02/07/2013
KEY INVESTMENT SERVICES LLC (BOWLING GREEN OH)
OH
11/13/2009 - 07/06/2011
PNC INVESTMENTS (SYLVANIA OH)
OH
07/06/2007 - 11/13/2009
NATCITY INVESTMENTS, INC. (SYLVANIA OH)
OH
05/04/2005 - 06/13/2007
NYLIFE SECURITIES LLC (MAUMEE OH)
BOTH
Issued 02/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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