Unclaimed
Michael James Reynolds is an investment advisor representative with LPL Financial LLC in Morgantown, WV. Michael has been in the financial services industry since 1990. Michael holds the Series 7, Series 10, Series 9, Series 63 and Series 65 licenses. In addition to his work with LPL Financial LLC, Michael is also a Notary Public. Michael's previous employers include GUNNALLEN FINANCIAL, INC, WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., OLDE DISCOUNT CORPORATION, WALL STREET ACCESS, and PARKER/HUNTER INCORPORATED.
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
WV
04/28/2016 - Present
LPL Financial LLC (MORGANTOWN WV)
WV
05/15/2009 - 03/30/2010
GUNNALLEN FINANCIAL, INC (MORGANTOWN WV)
WV
01/01/2008 - 05/19/2009
WELLS FARGO ADVISORS, LLC (MORGANTOWN WV)
WV
09/16/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MORGANTOWN WV)
MI
07/31/1996 - 12/20/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
04/17/1993 - 08/05/1996
WALL STREET ACCESS (NEW YORK NY)
MI
01/08/1991 - 03/17/1993
OLDE DISCOUNT CORPORATION (DETROIT MI)
PA
06/22/1990 - 12/18/1990
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
IA
Issued 04/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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