Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Steinebach is a financial advisor with over 10 years of experience in the financial services industry. Michael has been registered with LPL Financial LLC since March 2022. Before joining LPL Financial LLC, Michael was registered with United Planners' Financial Services of America A Limited Partner from August 2014 to April 2022. Prior to that, Michael was registered with PNC Investments from January 2013 to July 2014 and Merrill Lynch, Pierce, Fenner & Smith Incorporated from April 2010 to February 2011. Michael is also a registered representative of LPL Financial LLC and holds Series 7 and Series 66 licenses. Michael provides financial planning, investment management, and other advisory services to a variety of clients.
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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MI
03/23/2022 - Present
LPL Financial LLC (ADA MI)
MI
08/22/2014 - 04/01/2022
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (GRAND RAPIDS MI)
MI
01/01/2013 - 07/07/2014
PNC INVESTMENTS (GRAND RAPIDS MI)
MI
04/14/2010 - 02/17/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND RAPIDS MI)
MI
06/15/2009 - 01/21/2010
WADDELL & REED, INC. (GRAND RAPIDS MI)
BOTH
Issued 07/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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