Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gardiner is a financial advisor with over 27 years of experience in the financial services industry. Michael is a registered representative of LPL Financial LLC, a leading independent broker-dealer. Michael provides financial advice to individuals, families, and businesses. Michael is a Certified Financial Planner® professional and a member of the Financial Planning Association®. Michael specializes in retirement planning, investment management, and estate planning.
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
01/04/2021 - Present
LPL Financial LLC (CANADIAN TX)
TX
10/25/2019 - 12/31/2020
AVANTAX INVESTMENT SERVICES, INC. (AMARILLO TX)
TX
05/06/1994 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (CANADIAN TX)
BC
Issued 05/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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