Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lenahan is a financial advisor with over 28 years of experience in the industry. Michael is currently registered with LPL Financial LLC in Monroe, NC. Michael has previously worked at SunTrust Investment Services, Inc., UVEST Financial Services Group, Inc., Redwine & Company, Inc., UVEST Investment Services, Invest Financial Corporation and Dean Witter Reynolds Inc. Michael has a Series 7, Series 26, Series 31, Series 63 and Series 65 licenses.
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
NC
12/14/2016 - Present
LPL Financial LLC (MONROE NC)
NC
02/03/2006 - 12/15/2016
SUNTRUST INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
12/18/2001 - 01/27/2006
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
TX
08/01/2000 - 12/12/2001
REDWINE & COMPANY, INC. (AUSTIN TX)
NC
07/03/1996 - 06/29/2000
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
WI
10/06/1995 - 07/02/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
05/23/1994 - 10/16/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 05/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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