Unclaimed
Michael James Harrison is a financial advisor associated with LPL Financial LLC. Michael has been in the industry since 2014 and is registered with the state of Illinois and Texas. Michael specializes in providing financial planning, portfolio management for individuals and businesses, and consulting services to clients. Michael currently works with Wintrust Private Client and Wintrust Wealth Management. Michael holds the Series 7TO and SIE securities licenses and is also a registered representative of LPL Financial LLC.
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
IL
02/04/2025 - Present
LPL Financial LLC (CHICAGO IL)
BC
Issued 03/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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