Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gabriel Varon is a financial advisor with over 2 years of experience in the industry. Michael is currently registered with LPL Financial LLC in Tampa, Florida. Previously, Michael worked at CUNA Brokerage Services, Inc. and Trinity Wealth Securities, L.L.C. Michael is a licensed Series 7TO, SIE and Series 65 representative and has extensive experience in providing investment advice to a range of clients including individuals, corporations, and charitable organizations.
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
FL
05/19/2022 - Present
LPL Financial LLC (TAMPA FL)
FL
09/22/2020 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (TAMPA FL)
FL
06/22/2019 - 08/13/2019
TRINITY WEALTH SECURITIES, L.L.C. (tampa FL)
IA
Issued 08/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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