Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael George Evereth is a financial advisor registered with LPL Financial LLC, working in the Amherst branch office. Michael has been in the industry since August 17, 1987 and is licensed in 43 states. Michael is a Series 7 and Series 63 licensed professional. Michael has experience with Janney Montgomery Scott LLC and has previously been registered with firms including Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated and First Union Securities, Inc.. Michael's firm offers advisory services including portfolio management for individuals and businesses, financial planning, and pension consulting.
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
NY
10/13/2023 - Present
LPL Financial LLC (Amherst NY)
NY
04/28/2006 - 11/01/2023
JANNEY MONTGOMERY SCOTT LLC (Amherst (Williamsville) NY)
NY
02/22/2006 - 05/13/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
01/11/2002 - 02/27/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MO
08/05/2000 - 01/16/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
08/18/1987 - 08/05/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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