Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Delia is a financial advisor with LPL Financial LLC, with over 16 years of experience in the industry. Michael has a strong understanding of the financial markets and a commitment to providing personalized financial guidance to individuals and families. Michael is dedicated to helping clients achieve their financial goals, whether it's planning for retirement, saving for college, or protecting their assets. Michael is also a registered representative with Edward Jones. Michael holds Series 7, Series 66 and SIE licenses. Michael is committed to providing his clients with the highest level of service and professionalism.
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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NC
07/16/2013 - Present
LPL Financial LLC (GREENVILLE NC)
NC
02/02/2007 - 12/19/2011
EDWARD JONES (GREENVILLE NC)
BOTH
Issued 02/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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