Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sheehan is a financial advisor with over 27 years of experience in the financial services industry. Michael is registered with LPL Financial LLC and is a Certified Financial Planner. Michael's previous experience includes roles at Ameriprise Financial Services, LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Michael holds the Series 6, 7, 24, 63, and 65 licenses, as well as the SIE exam.
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
AL
07/22/2024 - Present
LPL Financial LLC (BIRMINGHAM AL)
AL
08/07/2015 - 07/23/2024
AMERIPRISE FINANCIAL SERVICES, LLC (BIRMINGHAM AL)
AL
05/29/2003 - 08/21/2015
METLIFE SECURITIES INC. (BIRMINGHAM AL)
AL
05/29/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BIRMINGHAM AL)
MA
10/08/1996 - 04/25/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 06/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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