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 Sobilo is a financial advisor in Glen Allen, Virginia and has been in the industry since April 20, 2006. Michael is a registered representative of LPL Enterprise, LLC and is licensed to sell securities in Virginia. Michael has held previous positions at LPL FINANCIAL LLC, METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY. Michael has also held previous positions with Level Four Advisory Services and Prudential Insurance Company of America. Michael is a Certified Financial Planner and has passed the Series 6, 7, 63, and 65 exams. Michael specializes in Retirement planning, College savings, Insurance, and Estate Planning. Michael's firm, LPL Enterprise, LLC, is a broker-dealer with offices in Fort Mill, South Carolina. LPL Enterprise, LLC offers a variety of services including financial planning, portfolio management, and investment consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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VA
11/14/2024 - Present
LPL Enterprise, LLC (ROANOKE VA)
VA
09/13/2013 - 10/01/2018
LPL FINANCIAL LLC (ROANOKE VA)
VA
04/20/2006 - 09/17/2013
METLIFE SECURITIES INC. (ROANOKE VA)
VA
04/20/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROANOKE VA)
IA
Issued 07/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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