Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Copeland is a financial advisor with LPL Financial LLC. Michael is a registered representative in Pennsylvania and South Carolina. Michael has over 30 years of experience in the financial industry, having previously worked at Waddell & Reed, The O.N. Equity Sales Company, National Planning Corporation, Walnut Street Securities, Inc., A. G. Edwards & Sons, Inc., and Invest Financial Corporation. Michael holds Series 3, 7, 24, 51, 63, and 66 licenses as well as the SIE. Michael specializes in providing financial advice to individuals, businesses, and charitable organizations. Michael also offers financial planning, pension consulting, and educational seminars.
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.
1
2
SC
07/21/2021 - Present
LPL Financial LLC (IRMO SC)
SC
08/16/2019 - 07/21/2021
WADDELL & REED (IRMO SC)
SC
11/28/2006 - 08/19/2019
THE O.N. EQUITY SALES COMPANY (IRMO SC)
SC
03/24/2000 - 10/30/2006
NATIONAL PLANNING CORPORATION (COLUMBIA SC)
CA
01/17/1994 - 03/31/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MO
01/08/1990 - 01/18/1994
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
WI
01/02/1990 - 01/20/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
11/25/1988 - 12/29/1989
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
04/05/1988 - 10/27/1988
PRUDENTIAL-BACHE SECURITIES INC.
NA
02/26/1987 - 07/02/1987
THE STUART-JAMES COMPANY, INC.
IA
Issued 08/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/11/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1988
Series 3 - National Commodity Futures Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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