Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael E. Muhareb is a financial professional with over 14 years of experience in the financial services industry. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 66, Series 7 and SIE licenses. Michael is registered with LPL Financial LLC and provides investment advisory services to individuals, businesses and other entities. Michael’s clients range from individuals to high-net-worth individuals and corporations. Michael has been with LPL Financial LLC since 2010 and previously worked at PRINCOR FINANCIAL SERVICES CORPORATION. Michael is licensed to provide investment advice in several states, including Alabama, Arizona, California, Colorado, Florida, Idaho, Illinois, Indiana, Minnesota, Montana, Nevada, New York, North Carolina, Oklahoma, Oregon, Texas, Virginia, and Washington.
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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CA
03/05/2014 - Present
LPL Financial LLC (FRESNO CA)
CA
03/25/2009 - 05/13/2010
PRINCOR FINANCIAL SERVICES CORPORATION (FRESNO CA)
BOTH
Issued 06/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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