Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kenison is a financial advisor with over 37 years of experience in the financial services industry. Michael is registered with LPL Financial LLC in California and Texas. Michael has a Series 7, Series 63, and SIE licenses. Michael is a Registered Representative of LPL Financial LLC. Michael also has experience with Wells Fargo Advisors, LLC and Morgan Stanley. Michael is affiliated with Safe Financial Services, which is a DBA for LPL business. Michael is also a pole vault coach and a high school coach.
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
CA
07/07/2020 - Present
LPL Financial LLC (NORTH HIGHLANDS CA)
CA
05/09/2008 - 08/04/2014
WELLS FARGO ADVISORS, LLC (FOLSOM CA)
CA
04/02/2007 - 05/13/2008
MORGAN STANLEY & CO. INCORPORATED (FOLSOM CA)
CA
09/12/1985 - 04/02/2007
MORGAN STANLEY DW INC. (FOLSOM CA)
NA
08/21/1984 - 10/25/1985
NEL EQUITY SERVICES CORPORATION
BC
Issued 10/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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