Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Minervini is a financial advisor with over 27 years of experience in the industry. Michael is currently registered with LPL Financial LLC and has been with the firm since June 2021. Prior to joining LPL Financial, Michael worked at Morgan Stanley Smith Barney. Michael specializes in providing financial planning, investment management, and other advisory services to a wide range of clients, including individuals, families, businesses, and institutions.
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
ID
11/05/2024 - Present
LPL Financial LLC (HAILEY ID)
OR
03/16/2012 - 06/18/2021
MORGAN STANLEY (LAKE OSWEGO OR)
OR
11/17/2006 - 03/23/2012
RBC CAPITAL MARKETS, LLC (PORTLAND OR)
OR
07/18/2000 - 11/21/2006
WACHOVIA SECURITIES, LLC (PORTLAND OR)
NY
02/12/1996 - 07/21/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
10/19/1994 - 11/30/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 09/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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