Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Joseph Davern is a registered representative of LPL Financial LLC, with offices in Lake Zurich, IL. Michael has been in the industry since 1987. Michael is also a registered investment advisor representative. Prior to joining LPL Financial LLC, Michael was registered with CETERA ADVISOR NETWORKS LLC in Lake Zurich, IL and CETERA FINANCIAL SPECIALISTS LLC in Lake Zurich, IL, among others.
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
IL
10/19/2018 - Present
LPL Financial LLC (LAKE ZURICH IL)
IL
06/10/2014 - 10/30/2018
CETERA ADVISOR NETWORKS LLC (LAKE ZURICH IL)
IL
03/10/2004 - 06/12/2014
CETERA FINANCIAL SPECIALISTS LLC (LAKE ZURICH IL)
IL
01/01/2004 - 03/10/2004
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
VA
02/13/2002 - 01/01/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CA
06/17/1999 - 02/14/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
AZ
05/19/1992 - 06/17/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
07/29/1991 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
04/04/1990 - 11/15/1991
CONLI, MICHAELS, INC.
IL
05/25/1990 - 10/05/1990
KESSLER ASHER CLEARING INC. (CHICAGO IL)
NY
02/27/1989 - 02/15/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
12/24/1987 - 01/04/1989
MONY SECURITIES CORP.
NA
09/24/1987 - 10/14/1987
A. G. EDWARDS & SONS, INC.
NA
03/12/1987 - 10/14/1987
ALLIED CAPITAL GROUP, INC.
NA
02/24/1987 - 03/13/1987
DUNHILL INVESTMENTS LTD.
IA
Issued 02/04/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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