Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Miller is a financial advisor at LPL Financial LLC in CLEARWATER, Florida. Michael has been in the financial industry since 2003. Michael is registered with the state of Florida as a Registered Representative and Investment Advisor Representative. Michael also holds the Series 6, 7, and 63 securities licenses and the Series 65 investment advisor license. Michael has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Michael specializes in financial planning, portfolio management, and retirement planning.
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
FL
02/15/2018 - Present
LPL Financial LLC (CLEARWATER FL)
FL
02/25/2014 - 02/14/2018
INVEST FINANCIAL CORPORATION (CLEARWATER FL)
FL
08/01/2013 - 02/25/2014
CALTON & ASSOCIATES, INC. (TRINITY FL)
FL
09/02/2009 - 08/02/2013
INVEST FINANCIAL CORPORATION (TRINITY FL)
FL
06/25/2002 - 07/02/2008
INTERSECURITIES, INC. (CLEARWATER FL)
BC
Issued 11/05/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/19/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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