Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Devlin is a financial advisor registered with LPL Financial LLC and Global Retirement Partners LLC. Michael has been in the financial services industry since 1998. Michael is registered in multiple states as a registered representative and investment advisor representative. Michael has experience providing financial planning, portfolio management, and consulting services to individuals, businesses, and institutions. Michael is committed to helping 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
MA
12/19/2017 - Present
LPL Financial LLC (BRAINTREE MA)
MA
10/31/2008 - 11/30/2010
NRP FINANCIAL, INC. (BRAINTREE MA)
MA
08/21/2001 - 11/03/2008
COMMONWEALTH FINANCIAL NETWORK (BRAINTREE MA)
CT
02/23/1998 - 10/09/2001
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IA
Issued 02/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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