Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Greenspun is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with LPL Financial LLC, a well-established financial services firm with a national presence. Michael has a broad range of experience, having previously worked at firms such as Edward Jones, Next Financial Group, and Prudential Securities Incorporated. Michael holds the Series 7, 9, 10, 24, 63, and 65 licenses. Michael provides a variety of advisory services to individuals, businesses, and institutions, including financial planning, portfolio management, and 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.
1
2
AL
04/23/2015 - Present
LPL Financial LLC (GUNTERSVILLE AL)
TX
11/09/2010 - 04/08/2015
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
MO
10/18/2001 - 10/11/2010
EDWARD JONES (ST LOUIS MO)
NY
06/15/1999 - 07/02/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
09/04/1990 - 07/15/1997
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
06/21/1990 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
IA
Issued 07/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2001
Series 24 - General Securities Principal Examination
BC
Issued 06/27/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/15/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Greenspun is the right advisor for you? Invested Better is here to help.
