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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 Donovan Morrison is a financial advisor with LPL Financial LLC, a well-established firm with a focus on providing personalized financial advice and solutions. Michael holds Series 7, 6, 63, and 66 securities licenses and has been actively involved in the financial services industry since September 2017. Michael has a strong understanding of the financial markets and a commitment to helping clients achieve their financial goals. Michael's experience includes working at U.S. Bancorp Investments, Inc. and Coast Hills Credit Union, where he gained valuable insights into various financial products and services. Michael's expertise extends to various areas including portfolio management, financial planning, retirement planning, and investment advisory services.
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
CA
12/06/2022 - Present
LPL Financial LLC (SAN LUIS OBISPO CA)
CA
08/29/2017 - 10/03/2022
U.S. BANCORP INVESTMENTS, INC. (ARROYO GRANDE CA)
BOTH
Issued 08/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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