Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mustian is a financial advisor with LPL Financial LLC. Michael has been in the industry since October 2016. Michael is registered as a Registered Representative in North Carolina, and is also a Registered Investment Advisor. Michael holds the Series 63, Series 66, Series 7 and the SIE exams. Michael also has the designation Certified Financial Planner. Michael has previous experience with Thrivent Investment Management Inc. and Rhino Wealth Management.
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
NC
03/28/2024 - Present
LPL Financial LLC (MINT HILL NC)
NC
08/04/2016 - 04/09/2018
THRIVENT INVESTMENT MANAGEMENT INC. (Burlington NC)
BC
Issued 04/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/31/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/08/2024
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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