Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Morley is a financial advisor at LPL Financial LLC, a well-established firm with a broad range of services. Michael holds a Series 6 and a Series 63 license. With over 30 years of experience, Michael has provided financial advice to individuals, corporations, and charitable organizations. Michael is a Personal Financial Specialist and has held various roles in the financial industry, including positions with H.D. Vest Investment Securities, Inc. and Transamerica Financial Advisors, Inc. Michael's professional affiliations include Morley and Company LLC and Morley Consulting, LLC. Michael's experience is extensive, and he is dedicated to helping clients achieve their financial goals.
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
SC
12/13/2024 - Present
LPL Financial LLC (FORT MILL SC)
TX
09/27/1993 - 03/02/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 06/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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