Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hartman has been a registered investment advisor for over 20 years. Michael's professional career began in 1992 at VeraVest Investments, Inc. in Worcester, Massachusetts. Michael has worked at LPL Financial LLC since 2007. Michael is also an approved Investment Advisor Representative in New Hampshire for Northeast Planning Associates, Inc., a role he began in 2004. Michael is a Series 6, 7, 24, and 63 licensed professional. Michael is active in 51 states, including Texas where he is a resident Investment Advisor Representative.
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
NH
04/03/2014 - Present
LPL Financial LLC (BEDFORD NH)
NH
12/17/2003 - 12/31/2007
MUTUAL SERVICE CORPORATION (BEDFORD NH)
MA
07/02/1992 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 10/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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