Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Francis Woram is a financial advisor registered with LPL Financial LLC. Michael has over 30 years of experience in the financial services industry. Michael is a registered representative and investment advisor representative in Texas. Michael has a Series 7, Series 24, Series 63, and Series 65 license. Michael has a broad range of experience in the financial services industry including providing financial advice, portfolio management, financial planning, pension consulting, and educational seminars. Michael has a strong commitment to providing his clients with personalized service and helping them 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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TX
05/08/2009 - Present
LPL Financial LLC (DALLAS TX)
TX
10/31/2008 - 04/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ADDISON TX)
TX
09/27/2005 - 11/07/2008
WAMU INVESTMENTS, INC. (DALLAS TX)
MI
03/17/2003 - 09/22/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
09/18/1991 - 03/25/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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