Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Graham Haire is a financial advisor registered with LPL Financial LLC and has been in the industry since April 2001. Michael is licensed in California, New Jersey, North Carolina, and South Carolina. Michael works with a variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Michael previously worked at First New York Securities L.L.C. and UBS Financial Services Inc. before joining LPL Financial LLC.
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
06/19/2017 - Present
LPL Financial LLC (FORT MILL SC)
NY
03/15/2010 - 12/15/2011
FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)
NJ
06/14/2007 - 03/19/2010
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
UT
02/14/2001 - 06/18/2007
ZIONS DIRECT, INC. (SALT LAKE CITY UT)
IA
Issued 10/26/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 06/17/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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